Equity

LT Large Cap Fundamental Dividend Strategy

The strategy is focused on helping investors preserve capital and avoid short-term volatility. It seeks to deliver enhanced, tax-efficient, long-term outperformance relative to the Russell 1000 Value Index by constructing a diversified portfolio of high-quality stocks.

Unique approach to valuation

Our proprietary framework that marries valuation and growth rate to determine the true long-term value of an asset while mitigating behavioral biases.

Disciplined and repeatable process

A consistent process is deployed to find the estimated return potential for each holding, which serves as the basis for portfolio weights.

Stable, experienced team

The team averages over 18 years of experience and manages established strategies with long-term track records and histories of strong performance.

Investment approach

A streamlined, compelling philosophy drives the team’s investment decisions.

A proprietary framework identifies great franchises at optimal prices.

The team applies a proprietary valuation framework to identify inefficiently priced companies relative to their long-term earnings growth rate.

Fundamental research is at the heart of the team’s investment process.

The team identifies great franchises with solid long-term growth prospects, financial strength, and skilled management teams with proven track records.

A focus on the long term.

The ability to look past short-term market dislocation allows the team to generate outperformance for clients over a market cycle.

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Composite performance

Average annual returns

(as of 9/30/2024)

2/1/2022

	1M	3M	YTD	1Y	Inception
Composite (Gross)	1.41	7.19	20.29	36.22	11.74
Composite (Net)	1.37	7.06	19.84	35.54	11.12
Benchmark	1.39	9.43	16.68	27.76	8.11

Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.

Calendar year

	2023	2022
Composite (Gross)	24.33	-10.09
Composite (Net)	23.64	-10.59
Benchmark	11.46	-5.33

Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.

Our team

Meet the investment team

The team uses a consistent, disciplined, and repeatable valuation framework to mitigate behavioral biases to identify truly great companies at an optimal price.

View Team

Neville Javeri

Head of Empiric LT Equity

Matt Wittmer

Portfolio Manager

Key risks

Market risk: Security markets are volatile and may decline significantly in response to adverse issuer, regulatory, political, or economic developments with different sectors of the market and different security types reacting differently to such developments.

Equity securities risk: Equity securities fluctuate in value and price in response to factors specific to the issuer of the security, such as management performance, financial condition, and market demand for the issuer's products or services, as well as factors unrelated to the fundamental condition of the issuer, including general market, economic, and political conditions.

Small-cap securities risk: If a strategy invests in the securities of smaller-capitalization companies, these securities tend to be more volatile and less liquid than those of larger companies.

Foreign securities risk: If a strategy invests in the securities of non-U.S. issuers, these investments may be subject to lower liquidity, greater price volatility, and risks related to adverse political, regulatory, market, or economic developments and may be affected by changes in foreign currency exchange rates.

Investors should know that this strategy deployed may be subject to additional investment risks. For important information about the investment manager, please refer to Form ADV Part 2.

We look forward to helping you with your investment needs

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