Multi-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: All Cap Growth
Inception: 7/1/2003
Benchmark: S&P 1500
Concentrated: Target Number of Holdings 50 to 60
Diversification Targets: 5% maximum exposure to a particular security & 25% maximum exposure to a particular industry, in general
Low Turnover: 25 to 35% annually
Fully Invested: Average cash allocation of 1 to 3%
Investment Policy Committee
John O'Reilly, CFA Committee Chair
Dan Lagan, CFA
Todd Solomon, CFA
Nancy Huynh
Bob Schrock, CFA