We seek long-term growth of capital by investing primarily in high quality U.S. large capitalization companies with attractive business profiles.

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: Core Value; Disciplined Growth; and Research Select, are combined to produce a strategy that is style-neutral to the S&P 500 benchmark.

The relative value portion of this strategy targets attractively valued stocks across all sectors with a catalyst for change over a three- to fouryear period. The growth portion uses a “growth at a reasonable price” approach to target companies with dominant market share and predictable, above-average growth. The “best Ideas,” portion captures the top overweights of our 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.

Other U.S. Equity Strategies
---Select--- Disciplined Growth Equity Multi-Style Equity Premier Growth Equity U.S. Core Value Equity U.S.Equity Select U.S. Mid Cap Equity U.S. Research Select U.S.Select Value Equity Research Enhanced