Actively managed U.S. equity market exposure with
- High transparency
- No shorting, leverage, esoteric or illiquid investments
- Benchmarked to the broad US equity market index (Russell 3000 NR Index)
Concentrated alpha-producing mandates from high quality and experienced investment managers.
Diversification of inputs by combining differentiated managers and mandates in order to manage risk and provide excess return over a full market cycle.
Disciplined monitoring and rebalancing of the Portfolio to keep individual holdings and mandates in line with the Strategy’s investment objectives and allocation strategy.