Large Cap Core

Overview

The Large Cap Core strategy seeks to identify stocks that demonstrate a high potential for producing future excess returns. These stocks have attractive valuation and are supported by strong cash flows. Moreover, we seek to identify catalysts that show they have good probability of increasing in value. Our process exploits anomalies in behavioral finance that are supported by academic and proprietary in-house research, which suggest that investors have a tendency to form their expectations for future equity returns based upon past experience. This may lead to mispricing and potential opportunities for astute investors.

Objective

To outperform, over a three-to-five-year period, the total return of the S&P 500 Index. Portfolios are managed with consideration to the amount of risk introduced by the disparity of the portfolio’s construction versus the benchmark. ZCM seeks to manage the portfolio so that we quantify the amount of risk incurred to earn a unit of excess return.

Portfolio Management

Gary Hurlbut, CFA

Senior Portfolio Manager

Daniel Skubiz, CFA

Chief Investment Officer — MVP Group, Senior Portfolio Manager

Donald Nesbitt, CFA

Chief Investment Officer — ZCM Equity Group, Senior Portfolio Manager

Equity Analysts

Snapshot

Benchmark: S&P 500
Inception Date: November 1, 2002
Investment Team:
ZCM Equity  

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