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.
Click for more information about the focused investment approach.Lead Portfolio Manager
- Jeff Moser, CFA
Inception Date:
- December 31, 1995
Primary Benchmark:
- S&P 500 Index
- 50 Holdings
- Initial Position Weights: 2%
- Relative Sector Weights: +/- 5%
- Expected Turnover: 40 – 60%