We seek long-term growth of capital and outperformance of the S&P 500 while controlling overall portfolio risk.
The U.S. Multi-Style® Equity strategy is based upon the premise that value and growth style leadership is unpredictable. We seek to neutralize the need to make a tactical style decision and to remain focused on long-term stock selection. Three independently managed portfolios: Relative Value; Disciplined Growth; and Research Select, are combined to produce a strategy that is style-neutral to the S&P 500 benchmark.
All investment teams follow a disciplined, research driven and bottom-up process, which leverages the network of GE resources. The value portion of the strategy is managed in a “relative value” style, targeting attractively valued stocks across all sectors with a catalyst for change over a three- to four-year period. The growth portion of the strategy is managed using a “growth at a reasonable price” approach, targeting companies with dominant market share and predictable, above-average growth. The concentrated research, or “Best Ideas,” portion of the strategy captures the top overweights of the independent research analysts, and serves to amplify the weightings in those stocks in which we have the greatest degree of conviction. GEAM’s Chief Investment Officer for U.S. Equities provides oversight to sustain the optimal allocation and style neutrality within the overall portfolio.
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