Steven Rossi, CFA, FRM
Guan Wang, CFA
5 Investment Analysts
2 Client Portfolio Managers
U.S. Disciplined Large Cap Core utilizes a proprietary multi-factor quantitative model to construct a portfolio that invests in companies with market capitalizations greater than $1 billion.
Investment capabilities are available to institutional clients through separate accounts, sub-advised portfolios and commingled vehicles. Please contact us for availability in your region.
Sources: Standard & Poor's, FactSet
Portfolio managers are not licensed by the Hong Kong Securities and Futures Commission to perform any regulated function in or from Hong Kong. Furthermore, none of the portfolio managers are located in or operate in or from Hong Kong.
Data reflects past performance. Past performance does not guarantee future results. The value of investments may fluctuate. Data assumes reinvestment of dividends and capital gains.
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