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Equity Strategies
Value Opportunity
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Seeks a targeted annualized return of 15% by investing in companies with a market capitalization that is within the range of the Russell Mid Cap Value at time of purchase. The portfolio typically holds 55 to 85 securities
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Seeks a targeted annualized return of 15% by investing in companies wiht a market capitalization that is within the range of the Russell 3000 at time of purchase. the portfolio typically holds 20 to 40 securities.
Small Cap Value

Seeks a targeted annualized return of 15% by investing in companies with a market capitalization that is within the range of the Russell 2000 Value at time of purchase. The portfolio typically holds 55 to 85 securities.
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