Dividend Growth
Equity Strategies
Large Cap Growth
Mid Cap Growth
SMid Growth
Small Cap Growth
Dividend Growth
Multi-Cap Growth
SMid Core Opportunity
Small Cap Value
highlights
Philosophy
process
Style: Large Cap Growth
Inception: 10/31/2010
Benchmark: S&P 500
Concentrated: Target Number of Holdings 40-45
Diversification Targets: 5% maximum security weight & 15% maximum exposure to a particular industry, in general
Low Turnover: 15 to 25% annually
Fully Invested: Average cash allocation of 1 to 2%
Investment Policy Committee
Martine Elie, CFA Committee Chair
Dan Lagan, CFA
Ryan Tumbry, CFA