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

Daniel Kupiec, CFA
Investment Industry Experience:
8 years
Top 10 Holdings
as of 9/30/2021
Microsoft Corp (MSFT)
Apple Inc (AAPL)
Amazon.com Inc (AMZN)
Alphabet Inc Class A (GOOGL)
Alphabet Inc Class C (GOOG)
Johnson & Johnson (JNJ)
Accenture PLC Class A (ACN)
Unitedhealth Group Inc (UNH)
Texas Instrument Inc (TXN)
Procter & Gamble Co (PG)