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STRATEGIES

Small Cap Dividend

Domestic Equity

Mid Cap, All Cap

Screening process seeking to identify out-of-favor companies with fundamental overlay. 

Portfolio Manager

Manny Weintraub, CFA

 

U.S. Large Cap

High quality bias strategy with relative value tilt identifying long-term large cap opportunities

Portfolio Manager

Basu Mullick

 

Invests in attractive small cap dividend paying stocks, a universe which has outperformed non dividend paying small cap peers with less volatility

Portfolio Manager

Manny Weintraub, CFA