Enhanced Large Cap

 
The overall objective of the Enhanced Large Cap (“ELC”)  strategy is to employ an actively managed, risk controlled, enhanced indexing process to build a diversified portfolio of companies with characteristics similar to the S&P 500 Index and a superior valuation and earnings profile. Our performance objective is to consistently outperform the S&P 500 Index in up and down markets while minimizing the risk of underperformance.

Click for more information about the enhanced index investment approach.


Lead Portfolio Manager
  • Greg Golden, CFA
Inception Date:
  • December 31, 1992
Primary Benchmark:
  • S&P 500 Index
Target Portfolio:
  • 130 – 220 Holdings
  • Relative Sector Weights: +/- 1%
  • Tracking Error: 1.5 – 2%
  • Expected Turnover: 50 – 70%