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In our view, earnings growth is the long term determinant of a stock's price.  We utilize a fundamental, bottom up approach seeking earnings growth supported by strong balance sheet, high ROE, revenue growth and strong cash flows.

  • Large Cap
    Growth
  • Mid Cap
    Growth
  • Global
    All Cap
  • Dividend
    Growth
  • All Cap
    Opportunity
  • Balanced
    Accounts

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.

At A Glance:

 
Product Snapshot

  Inception Date:

January 1, 1985
Click to download a performance snapshot (PDF)

  Benchmark:

S&P 500

  Assets in Strategy:

$2.964 Billion

  Avg. Number of Positions:

35-45

  Weighted Avg. Market Cap:

$85.6 Billion

  Committee Chair:

Daniel A. Lagan, CFA
Above info as of 3/31/12
 

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.

At A Glance:

 
Product Snapshot

  Inception Date:

September 30, 1999
Click to download a performance snapshot (PDF)

  Benchmark:

Russell Mid Cap Growth

  Assets in Strategy:

$412.7 Million

  Avg. Number of Positions:

35-45

  Weighted Avg. Market Cap:

$6.2 Billion

  Committee Chair:

Todd W. Solomon, CFA
Above info as of 3/31/12
 

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.

At A Glance:

 
Product Snapshot

  Inception Date:

June 30, 2003
Click to download a performance snapshot (PDF)

  Benchmark:

Russell 3000 Growth

  Assets in Strategy:

$134.5 Million

  Avg. Number of Positions:

50-60

  Weighted Avg. Market Cap:

$57.6 Billion

  Committee Chair:

John B. O'Reilly, CFA
Above info as of 3/31/12
 

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.

At A Glance:

 
Product Snapshot

  Inception Date:

June 30, 2010
Click to download a performance snapshot (PDF)

  Benchmark:

S&P 500 DA

  Assets in Strategy:

$14.6 Million

  Avg. Number of Positions:

35-45

  Weighted Avg. Market Cap:

$100.1 Billion

  Committee Chair:

Alfred A. Lagan, CFA
Above info as of 3/31/12
 

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.

At A Glance:

 
Product Snapshot

  Inception Date:

May 31, 2005
Click to download a performance snapshot (PDF)

  Benchmark:

Russell 3000

  Assets in Strategy:

$86.3 Million

  Avg. Number of Positions:

20-40

  Weighted Avg. Market Cap:

$36.6 Billion

  Committee Chair:

Peter C. Andersen, CFA
Above info as of 3/31/12
 

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.

At A Glance:

 
Product Snapshot

  Inception Date:

January 1, 1985
Click to download a performance snapshot (PDF)

  Benchmark:

60/40 Blend*

  Assets in Strategy:

$720.49 Million

  Avg. Number of Positions:

35-45

  Weighted Avg. Market Cap:

$85.6 Billion
* 60% S&P 500 / 40% BCIGCI Blend Return % (dividends reinvested)
Above info as of 3/31/12
 
 
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