Overview
The All Cap strategy seeks long-term capital appreciation from a portfolio of small, mid and large capitalization stocks with sustainable competitive advantages, durable business models and strong management teams trading at reasonable valuations. The investment process is driven by bottom-up security selection, which is designed to produce a low turnover portfolio that combines growth and value styles.
Strategy Manager
Daniel Kupiec, CFA
Investment Industry Experience:
9 years
Top 10 Holdings
as of 9/30/23
MICROSOFT CORP (MSFT)
APPLE INC (AAPL)
UNITEDHEALTH GROUP INC (UNH)
AMAZON.COM INC (AMZN)
CADENCE DESIGN SYSTEMS INC (CDNS)
PROCTER & GAMBLE CO (PG)
ALPHABET INC CLASS C (GOOG)
ALPHABET INC CLASS A (GOOGL)
JP MORGAN CHASE & CO (JPM)
VISA INC CLASS A (V)