Our philosophy for the investment in Equities is to provide clients with a superior return over time while maintaining prudent and appropriate levels of risk. We believe in investing in sound companies with strong business outlooks when they are available at attractive prices.
- Mid-Cap Value - Invests in those stocks with a market capitalization of $1 billion to $12 billion.
- All-Cap Value -
Invests in a combination of Large-cap, Mid-cap and Small-cap stocks with market capitalizations greater than $350 million.
- Small-Cap Value - Invests in stocks with market capitalizations between $50 million and $1.5 billion.
