Equities

For clients seeking U.S. equity-only portfolios, we offer both large cap value and small cap core strategies.

Our conservative Large Cap portfolio is a traditional value strategy that is implemented on a consistent basis to produce superior results with lower risk than the market or typical managers. For over 20 years, our investment management team has been building Large Cap Value portfolios with relatively high dividend-yielding, high-earning, and under-valued securities to produce benchmark-beating performance with low volatility across all market conditions.

Portfolios are built on the belief that long-term developments that drive a company’s earning power - such as improved margin, asset utilization, and use of cash flow -  will be rewarded in the long run. We put this belief into action using a disciplined, bottom-up, fundamental approach to investing that is centered around companies in established industries, while being sector-indifferent yet diversified across industries to manage risk.

Our Small Cap Equity strategy utilizes a fundamental bottom-up approach that is implemented on a consistent basis to produce superior results with lower risk than the market or typical managers. We seek to provide net total return to our clients that exceeds that of the Russell 2000 Index over market cycles while providing a safeguard for our investors against the risk of permanent capital loss in unfavorable markets.

The cornerstone of our approach is the belief that a value-oriented, concentrated portfolio built through a consistent, bottom-up stock selection process driven by fundamental analysis is the optimal approach to delivering superior long-term performance.

We perform rigorous fundamental analysis and employ a disciplined valuation process. The process is designed to identify stocks of companies with a market capitalization typically between $50 million and $3 billion, an expected annual return derived using our pricing targets of at least 30%, and asymmetrical upside potential relative to downside risk.

To learn more about Great Lakes Advisors’ equity strategies we invite you to contact either Tom Kiley or Charlie Dillon at 312.706.2727 to arrange for an appointment to discuss your investment management needs.