Under the guidance of our Enduring Business framework, we manage the following strategies:
Large Cap Our large-cap core portfolio with the goal of outperforming the S&P 500 over the long term. The portfolio consists of 30-35 companies. Turnover is typically around 25%
Dividend Select Our large-cap value portfolio with the goal of outperforming the Russell 1000 Value Index. The strategy has an additional focus on downside protection and income generation. The portfolio consists of 30-35 companies. Turnover is typically 20%
Mid Cap Our mid-cap core portfolio with the goal of outperforming the Russell Midcap Index. The strategy combines the art (deep fundamental research) and science (Argent Alpha Model) of investing to uncover Enduring Businesses. The portfolio consists of 30-50 companies. Turnover is typically 25%
SMID Cap Our SMID-cap core portfolio with the goal of outperforming the Russell 2500 Index. The strategy combines the art (deep fundamental research) and science (Argent Alpha Model) of investing to uncover Enduring Businesses. The portfolio consists of 40-50 companies. Turnover is typically 25%
Focused Small Cap Our small-cap core portfolio with the goal of outperforming the Russell 2000 Index. The portfolio consists of 35-45 companies. Turnover is typically 20%
