Large Cap Core Portfolios

Large Cap Core portfolios are managed by Numeric Investors, LLC, an investment firm based in Boston, Massachusetts.  Numeric's investment philosophy is based on the belief that, in the aggregate, markets are efficient and real economic performance drives returns. However, over certain time periods, markets are inefficient. Specifically, Numeric attempts to exploit market inefficiencies related to security valuation, earnings momentum and earnings quality.  Click here for more information.

 

Small Cap Growth Portfolios

Small Cap Growth portfolios are managed by Conestoga Capital, an investment firm based in Wayne, Pennsylvania.  Conestoga believes that investors can earn a premium return in small capitalization growth equities by identifying higher quality companies that are capable of growing through multiple business cycles.  They seek to take advantage of the inefficient discovery process for small companies and other investors' focus on near-term earnings. Click here for more information.

Large Cap Growth Portfolios

Large Cap Growth portfolios are managed by JAG Capital Management.  JAG Capital Management is an investment firm based in St. Louis, Missouri.  JAG believes that companies that post faster earnings than their peers will realize superior stock performance.  JAG seeks to own fundamentally-sound companies that have strong management teams and well-positioned product lines. Click here for more information.

 

Large Cap Value Portfolios

Large Cap Value portfolios are managed by Carl Domino, Inc., an investment firm based in West Palm Beach, Florida.  Carol Domino is a value-yield manager.  They believe that yield analysis and fundamental research can identify inefficiencies that may exist in the market.  Constructing well diversified portfolios of undervalued, dividend-yielding securities provides an opportunity to exploit these inefficiencies while controlling risk. Click here for more information.

 

Core Fixed Income Portfolios

Core Fixed Income portfolios are managed by Ameritas Investment Partners, an investment firm based in Lincoln, Nebraska and Cincinnati, Ohio.  Amertias' core fixed income strategy is centered on the belief that successful fixed income investing requires finding the best relative value through a disciplined process that emphasizes risk management and fundamental research. Click here for more information.

 

Enhanced Core Fixed Income Portfolios

Enhanced Core Fixed Income portfolios are managed by JAG Capital Management.  JAG looks for securities that present the best relative value based on credit and sector analysis.  Their “bottom-up” approach to fixed income portfolio management allows them to uncover unique opportunities by analyzing the credit quality and valuation characteristics of securities and identifying the most attractive candidates for purchase.  They strive to hold securities to maturity or call. Click here for more information.

 

International Large Cap Value

International Large Cap Value portfolios are managed by Manulife Asset Management an investment firm based in Boston, MA.  Manulife believes that long-term excess investment returns can be achieved through stock selection (rather than sector rotation) by investing in securities that are trading at a discount to normalized valuations and selling when securities are fully valued. Consistent returns can be achieved through risk reduction and stock diversification. Click here for more information.

 

 

Large Cap Core | Small Cap Growth | Large Cap Growth | Large Cap Value

Core Fixed Income | Enhanced Core Fixed Income | International Large Cap Value

 

 

 

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