Performance Commentary
June 30, 2026
We are pleased to share an update on the performance of our large-cap equity products through June 30, 2026. Our team’s disciplined approach helped deliver favorable relative results across our products. The performance figures below reflect YTD gross returns, YTD net returns, and YTD benchmark returns respectively. The attached fact sheets and GIPS Reports provide both gross and net returns for a more comprehensive view.
June 30, 2026
To achieve long-term capital appreciation by selecting and investing in companies with compelling upside potential due to pricing inefficiencies and/or market-driven events.
June 30, 2026
To achieve long-term capital appreciation and favorable risk-adjusted returns by selecting and investing in companies with sustainable competitive advantages, durable growth prospects, improving earnings and strong free cash flow.
June 30, 2026
To generate current income in the form of a dividend yield exceeding that of the S&P 500 and achieve long-term capital appreciation by selecting and investing in companies with compelling fundamental factors and underlying free cash flow metrics.
June 30, 2026
Seeks to achieve long-term capital appreciation. The investment portfolio invests opportunistically and selects companies with compelling upside potential, pricing inefficiencies, and/or event driven opportunities.