Equity

LT Large Cap Fundamental Equity Strategy

The strategy pursues preservation of capital through periods of short-term volatility and tax-efficient, long-term outperformance of the S&P 500 Index by leveraging a proprietary valuation framework and a consistent, defined, and repeatable process.

Competitive advantages

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

Average annual returns

(as of 9/30/2024)
1/1/2011
1M
3M
YTD
1Y
3Y
5Y
10Y
Inception
Composite (Gross)
1.22
4.52
17.31
33.73
12.64
16.25
13.32
13.96
Composite (Net)
1.18
4.39
16.87
33.06
12.00
15.59
12.66
13.30
Benchmark
2.14
5.89
22.08
36.35
11.91
15.98
13.38
13.87

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

Calendar year

2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Composite (Gross)
30.24
-15.34
28.35
15.78
34.23
-6.03
26.75
12.64
-3.12
11.37
Composite (Net)
29.50
-15.86
27.60
15.10
33.44
-6.59
26.01
11.97
-3.70
10.71
Benchmark
26.29
-18.11
28.71
18.40
31.49
-4.38
21.83
11.96
1.38
13.69

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

Neville Javeri

Head of Empiric LT Equity
Matt

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.

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We look forward to helping you with your investment needs

 

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