| STRATEGIC HORIZON |
| Number of Holdings |
80-100 Stocks |
| Tracking Error Range |
6 - 8% vs.
Russell 3000 |
| Macro Sector Range |
±7% pts. of
Russell 3000 |
| Economic Sector Range |
±10% pts. of
Russell 3000 |
| Weighted Average Market Cap Range |
±50% of the
Russell 3000 |
| Price/Earnings Range |
Between
R3000V P/E and R3000G P/E |
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This all cap core product is an actively managed, higher volatility, higher return portfolio, typically comprised of approximately 80-100 stocks. Strategic Horizon is composed of 80-90% Strategic Core and 10-20% Value Opportunity.
Portfolio Manager:
Isaac H. Green, CFA
President & Chief Executive Officer
- Chief Investment Officer, Portfolio Manager of Strategic Core and Horizon products
- MBA, Columbia University - Finance & Business Economics
- AB, Duke University - Economics & History
- 18 Years of Experience - Equity & Fixed Portfolio Management, Security Analysis
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