We seek to outperform the S&P 500® Index by adding value through active stock selection while controlling risk with a sector-neutral portfolio construction.
We believe that a fundamental, research-driven approach to investing in the market, while seeking to control for risk versus the S&P 500 Index, has the potential to produce above-average returns over a full market cycle.
- Investment process that balances performance objectives and risk controls
- Analyst flexibility by industry with a common approach
- High degree of communication among experienced investment team
The U.S. Equity Research Team, led by George Bicher,Sr. Portfolio Manager, consists of a highly experienced team of research analysts who work together to provide analytical coverage across all sectors. GE Asset Management’s Research Team screens a universe of approximately 750 names to identify “competitive winners” that compose a “Stockwatch” list of 400+ companies. Each industry analyst then closely follows approximately 25 stocks, building earnings models, ranking companies in terms of investment attractiveness, visiting with company managements, contacting industry suppliers and competitors, attending industry conferences and leveraging contacts within GE businesses worldwide. Subject to investment restrictions, analysts are given full discretion to manage their sector portfolios using fundamental, bottom-up analysis. Each analyst’s sector/industry portfolio is combined to create the Research Enhanced U.S. Equity portfolio.
 |
 |
|
 |
| Other U.S. Equity Strategies | |
