Large Cap Growth Portfolio Overview:
To achieve growth of principal by constructing a diversified portfolio of quality companies that have the ability to grow earnings at superior and sustainable rates.
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At A Glance: |
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Product Snapshot |
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Inception Date: |
January 1, 1985 |
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Benchmark: |
S&P 500 |
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Assets in Strategy: |
$2.964 Billion |
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Avg. Number of Positions: |
35-45 |
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Weighted Avg. Market Cap: |
$85.6 Billion |
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Committee Chair: |
Daniel A. Lagan, CFA |
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Above info as of 3/31/12 |
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Mid Cap Growth Overview:
To achieve growth of principal by constructing a diversified portfolio of quality companies that have the ability to grow earnings at superior and sustainable rates.
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At A Glance: |
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Product Snapshot |
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Inception Date: |
September 30, 1999 |
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Benchmark: |
Russell Mid Cap Growth |
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Assets in Strategy: |
$412.7 Million |
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Avg. Number of Positions: |
35-45 |
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Weighted Avg. Market Cap: |
$6.2 Billion |
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Committee Chair: |
Todd W. Solomon, CFA |
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Above info as of 3/31/12 |
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Global All Cap Portfolio Overview:
Strives for superior total returns
through a growth-oriented,
diversified portfolio of high
quality securities. Consistency
of approach and adherence to
sound fundamental analysis is
the basis of our conservative
investment process.
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At A Glance: |
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Product Snapshot |
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Inception Date: |
June 30, 2003 |
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Benchmark: |
Russell 3000 Growth |
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Assets in Strategy: |
$134.5 Million |
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Avg. Number of Positions: |
50-60 |
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Weighted Avg. Market Cap: |
$57.6 Billion |
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Committee Chair: |
John B. O'Reilly, CFA |
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Above info as of 3/31/12 |
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Dividend Growth Portfolio Overview:
Successful dividend growth strategies hold
attractive characteristics for the serious long term
investor, including the potential to provide a margin
of safety in down markets.
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At A Glance: |
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Product Snapshot |
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Inception Date: |
June 30, 2010 |
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Benchmark: |
S&P 500 DA |
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Assets in Strategy: |
$14.6 Million |
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Avg. Number of Positions: |
35-45 |
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Weighted Avg. Market Cap: |
$100.1 Billion |
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Committee Chair: |
Alfred A. Lagan, CFA |
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Above info as of 3/31/12 |
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All Cap Opportunity Portfolio Overview:
We seek to identify attractive
companies that are out of favor,
or at an inflection point of
improved financial results. We believe that a true assessment
of growth prospects needs to incorporate
two views: companies that have
solid financial foundations and promising
growth opportunities.
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At A Glance: |
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Product Snapshot |
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Inception Date: |
May 31, 2005 |
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Benchmark: |
Russell 3000 |
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Assets in Strategy: |
$86.3 Million |
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Avg. Number of Positions: |
20-40 |
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Weighted Avg. Market Cap: |
$36.6 Billion |
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Committee Chair: |
Peter C. Andersen, CFA |
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Above info as of 3/31/12 |
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Balanced Portfolio Overview:
The portfolio strives for superior total returns and a high degree of preservation of capital and consistent income through a growth-oriented, diversified portfolio of high quality securities.
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At A Glance: |
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Product Snapshot |
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Inception Date: |
January 1, 1985 |
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Benchmark: |
60/40 Blend* |
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Assets in Strategy: |
$720.49 Million |
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Avg. Number of Positions: |
35-45 |
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Weighted Avg. Market Cap: |
$85.6 Billion |
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* 60% S&P 500 / 40% BCIGCI Blend Return % (dividends reinvested)
Above info as of 3/31/12 |
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