Disciplined Equity Strategy

Overview

Our investment approach seeks to outperform the S&P 500 Index on a relative basis, while maintaining a risk profile similar to the benchmark index. Our investment management process is “hands-on” and management intensive. We emphasize bottom-up stock selection, establishing and maintaining sell targets for each holding, and continuously review valuation targets. Our approach incorporates a Call Option Overwriting program designed to objectively implement valuation sell targets and to generate additional portfolio cash flow. Our returns are principally determined by stock selection and the resulting industry and sector allocations, and potentially by our option overwriting program.

Objective

The Disciplined Equity Strategy aims to outperform, over a three-to-five-year period, the total return of the S&P 500 Index, net of fees. Strict portfolio risk controls including broad diversification within the large-cap universe and portfolio risk measures that are close to that of the benchmark are implemented in the strategy. Therefore, investors seeking active investment management with large cap index risk exposure may be interested in the Disciplined Equity Strategy.

Portfolio Management

Mark Burka, CFA

Senior Portfolio Manager

Key Investment Personnel

Donald Nesbitt, CFA

Chief Investment Officer — ZCM Equity Group, Senior Portfolio Manager

Christian Greiner, CFA

Senior Portfolio Manager
Snapshot

Benchmark: S&P 500
Inception Date: January 1, 1998
Investment Team: ZCM Equity  

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