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The strategy places a priority on protecting against the permanent loss of capital while seeking to outperform the S&P 500 Index over a full market cycle.
The Large Cap Focused Equity team believes that in order to generate long-term investment outperformance, an investor must:
This philosophy was developed based on the following four tenets of investing which have not changed over time and are embedded within the investment process:
Managing Director, Senior Portfolio Manager
Riggs Investment Management
First Union Securities
Salomon Smith Barney
BS - Wingate University
MBA - Johns Hopkins University
Vice President, Portfolio Manager, Director Equity Research
Tata Consultancy Services
BE - University of Mumbai
MBA - Columbia University
Large Cap Focused Equity Commentary (PDF)
Large Cap Focused Equity Fact Sheet (PDF)
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