Equity Strategies

Large Cap Core Growth

This equity portfolio consists primarily of large-cap U.S. equities representing multiple sectors and/or industries and includes securities characteristics of the S&P 500 Index.

This portfolio integrates ESG considerations characteristics and analysis into our investment decision-making process, at both the individual security and holistic portfolio level; while excluding stocks of specific companies involved in certain business models such as alcohol manufacturers, tobacco manufacturers, gambling, adult entertainment, and providing abortions as a means of birth control. Companies are automatically excluded if any of these activities are greater than 10% of a company’s total revenues. Portfolios are constructed to have overall ESG characteristics. GLOBALT utilizes a third-party ESG information provider, Sustainalytics, for its quantitative ESG metrics and characteristics. The process specifically excludes stocks of all companies that are in Sustainalytics Severe Risk category (Risk Score of 40 and above). The Risk Rating Score is evaluated in the context of its Sector Peer scores and factors of the overall portfolio.

Large Cap Core

This equity portfolio consists primarily of large-cap U.S. growth equities representing multiple sectors and/or industries and includes securities characteristics of the S&P 500 Index and the Russell 1000 Growth Index. The strategy focuses on higher growth and lower income-generating investments.

Equity Income

The goal is to provide investors with above-average equity income and the potential for capital appreciation. The strategy seeks a yield that is comparable to at least 1.5x the S&P 500 Index. Investments include stocks from a majority of the economic sectors of the market, focusing on stocks with a long-term history of dividend payouts. The portfolio employs a mixture of dividend growers and higher-yielding stocks to provide current income and income growth.