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 S&P 500 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.
Large Cap Value
The philosophy of our STMM Large Cap Value product is the belief that using a disciplined process to invest in a highly diversified portfolio of companies that are undervalued on an absolute basis, can produce attractive long-term returns with below average volatility.
Large Cap Growth
STMM Large Cap Growth product’s philosophy is grounded in the belief that using a disciplined process to invest in a diversified portfolio of companies that show accelerating growth, both on the top and bottom line, will produce attractive long-term adjusted returns with below average volatility. Our in- house team of analysts evaluate each company selecting those whose future growth is deemed sustainable. Further, we diversify across all sectors and limit sector exposure in an effort to dampen volatility.