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Investment Philosophy
The strategy uses a multifactor approach that employs a systematic stock selection process coupled with fundamental stock analysis and comprehensive risk management. The team’s objective is to help achieve consistently superior returns relative to the Russell 1000 Growth Index, with a similar risk profile.
The team believes:
- Their investment strategy should provide reliable returns without style risk and represent the foundation of an investment portfolio
- Capital markets are highly—but not perfectly—efficient
- Excess returns may be achieved by executing a disciplined strategy that addresses both risk and return
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QUICK LINKS
Strategy Guide