| STRATEGIC CORE |
| Number of Holdings |
25-35 Stocks |
| Tracking Error Range |
6 - 9% vs.
S&P 500 |
| Macro Sector Range |
±5% pts. of
S&P 500 |
| Economic Sector Range |
±7% pts. of
S&P 500 |
| Weighted Average Market Cap Range |
50% of the
S&P 500 |
| Price/Earnings Range |
Between
SPBARV P/E and SPBARG P/E |
|
This is a large cap equity product with a focused portfolio
that typically has 25-35 holdings and offers high excess return
potential. It is benchmarked against the S&P 500. Tracking error
target range is from 7 to 9%. It is targeted to return-seeking
institutional plans seeking a high alpha complement to a large
exposure to passive products, as well as to individuals seeking
high absolute return potential.
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
|
