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Large Cap

Fact Sheet as of December 31, 2023

Philosophy, Characteristics, Performance

Separately Managed Account

Inception Date: September 30, 1998
Vehicles: Separately Managed Account (SMA)

Argent Capital’s Large Cap Strategy consists of 30-35 attractively valued, Enduring Businesses that have the potential for superior investment results over the long term. These Enduring Businesses exhibit durable competitive advantages, have positive and improving cashflow characteristics and are run by management teams with proven track records of value creation. The goal of the Large Cap Strategy is to outperform our benchmark over the long term.

We begin our assessment with a universe of all U.S. companies with a market capitalization of $3 billion or more—a pool of approximately 1,000 stocks. Our investment team uses a bottom-up, fundamental approach to security selection by employing a combination of qualitative and quantitative methods. Argent invests in companies with superior earnings growth whose equities are selling at attractive valuations. Our process results in a low-turnover portfolio whose high active share highlights our commitment to stand apart from our benchmark.