All Cap Strategy

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

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Daniel Kupiec, CFA

Investment Industry Experience:

10 years

Top 10 Holdings

as of 12/31/23

MICROSOFT CORP (MSFT)

APPLE INC (AAPL)

AMAZON.COM INC (AMZN)

UNITEDHEALTH GROUP INC (UNH)

CADENCE DESIGN SYSTEMS INC (CDNS)

JP MORGAN CHASE & CO (JPM)

VISA INC CLASS A (V)

ALPHABET INC CLASS C (GOOG)

ALPHABET INC CLASS A (GOOGL)

PROCTER & GAMBLE CO (PG)