Large Cap 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: 1/1/1985
Benchmark: Russell 1000 Growth Index / S&P 500
Market Cap: Minimum ≥ $5 Billion
Concentrated: Target Number of Holdings 35-45
Diversification Targets: 5% maximum individual security
weight & 25% maximum exposure to a particular industry, in general
Low Turnover: 25 to 50% annually
Fully Invested: Average cash allocation of 1 to 5%
Investment Policy Committee
Matt Lagan, CFA Committee Chair
Dan Lagan, CFA Committee Co-Chair
John O'Reilly, CFA
Martine Elie, CFA
Nancy Huynh