Overview
The Large Cap Blend strategy seeks long-term capital appreciation from a portfolio of primarily 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
Thomas J. McKinstry, CFA
Investment Industry Experience:
16 years
Top 10 Holdings
as of 9/30/23
MICROSOFT CORP (MSFT)
ALPHABET INC CLASS A (GOOGL)
APPLE INC (AAPL)
UNITEDHEALTH GROUP INC (UNH)
VISA INC CLASS A (V)
EOG RESOURCES INC (EOG)
CHEVRON CORP (CVX)
ADOBE INC (ADBE)
AMAZON.COM INC (AMZN)
PROCTER & GAMBLE (PG)