Investment Strategy

Core

Our All Cap Core strategy features disciplined diversification across value and growth styles and across sectors and market capitalization.

The objective for our core equity portfolio is to outperform the MSCI World Index, net of fees on an annualized basis over a three to five year period with less volatility than the index during the period.

STMM’s investment philosophy and strategy is that long-term competitive risk adjusted returns can be achieved with a highly disciplined approach, consistently applied through a structured process.