The objective of the strategy is to generate long term capital growth and control risk. It seeks to exceed the return of the benchmark annually, over full market cycles with no greater volatility.

*There is no guarantee that the investment objective will be met.


A core, "benchmark-oriented" strategy designed to add value through stock selection by the use of an investment process that analyzes over 70 characteristics that impact equity prices.

Analytic’s process recognizes that the desirability of these characteristics (factors) changes based on the business cycle and economic conditions. As our process is designed to capitalize on the time-varying nature of investor preferences, we are able to consistently and systematically identify attractive relative valuation opportunities.

Portfolio Characteristics

Benchmark: S&P 500 Index®
Relative Risk Target: Tracking error target of 3.0% - 4.0% to the Benchmark
Strategy Inception: October 1, 1996
Investor Fit: Investors seeking a Core Equity strategy with style consistency and a predictable level of tracking error.

Please click on the following link to obtain a Fact Sheet which will contain more detailed information, including performance information, for this solution.