US Core Equity team

We are long-term investors, focusing on companies that we believe exhibit strong financial positioning, show demonstrable competitive advantages within their industries, and trade at attractive valuations.

Francis X. Morris, Chief Investment Officer — US Core Equity

We believe that markets can misprice securities. We seek to exploit this perceived inefficiency and to generate superior risk-adjusted returns for our clients through the integration of fundamental research, proprietary quantitative long-term modeling, and a differentiated portfolio construction process. Our dedicated team of investment professionals, each of whom approaches investing with commitment and conviction, relies on its collective expertise to identify compelling investment opportunities.

  • Our portfolios are broadly diversified, and sector biases are minimized to help ensure that returns are driven by stock selection as opposed to sector allocation.
  • Risk management also plays a constant role in our portfolio management process. We employ in-house quantitative models to measure each portfolio's risk boundaries. This commitment to risk-aware investing results in a group of portfolios made up of thoroughly researched ideas.

Ways to invest

Mutual fund

Separate account strategies

Variable insurance product (VIP)