Large Cap Core

The Large Cap Core (“LCC”) strategy is the longest running focused strategy managed at GCM. Its overall objective is to construct an actively managed, risk controlled, core portfolio of companies that are undervalued and exhibiting the likelihood to meet or exceed earnings expectations. The strategy’s performance objective is to provide long-term capital appreciation by outperforming the S&P 500 Index.

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Portfolio Managers

  • Jeff Moser, CFA
  • John Campbell, CFA

Inception Date:

  • December 31, 1995

Primary Benchmark:

  • S&P 500 Index

Target Portfolio:

  • 50 Holdings
  • Position Average Weight: 2%
  • Relative Sector Weights: +/- 5%
  • Approximate Turnover: 50 – 70%