Old Glory Large Cap Value


Sub-Adviser:  Markston International LLC

Location:  White Plains, New York

Founded:  1981

Investment Professionals:  8 professionals 

Ownership:  100% Employee Owned

Number of Stocks Held: 20-40

Benchmark:  Russell 1000 Value Index


Investment Philosophy


Markston employs an actively managed, absolute value approach focusing on long-term investments in well established companies with defining characteristics identified by the manager’s “circle of competence”. The companies sought:

Constructing high conviction, low turnover, value portfolios with these distinguishing characteristics can deliver consistently strong risk-adjusted returns and alpha-generating potential over full market cycles.




SMID Cap Growth | Large Cap Growth | Large Cap Value

Core Fixed Income | Core Plus Fixed Income





Home About Us Investment Professionals Sub-Advisors Email Old Glory Products Financial Information Contact Us