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, with risk and return characteristics similar to the S&P 1500.

Strategy Benchmark

S&P 1500 Index

Strategy Manager

Read Bio

Daniel Kupiec, CFA

Investment Industry Experience:

8 years