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.

Disciplined, Growth & Innovation 

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

This portfolio consists primarily of large-cap U.S. equities representing multiple sectors and/or industries and includes securities characteristics of the S&P High Yield Dividend Aristocrats Index. The Index is “designed to measure the performance of the 60 highest dividend yield S&P Composite constituents, which have followed a managed dividends policy of consistently increasing dividends every year for at least 25 years.” The Strategy has a yield target of at least 1.5x that of the S&P 500 Index. The portfolio has a minimum target to invest 90% of holdings in dividend paying securities.