Senior Portfolio Manager Peter Santoro
CFA®
A total return strategy that seeks to provide upside participation with better downside preservation over a full market cycle.
Benchmark
Russell 1000 Value Index
Total composite assets
$11.9 billion as of 3/31/2025
Inception
1/31/2003
Our total return strategy – focused on appreciation, income, and preservation – aims to outperform peers and benchmark indices with reduced risk over a full market cycle. We identify high-quality companies with sustainable free cash flow, strong balance sheets, and a commitment to growing dividends. Lastly, we carefully construct the portfolio with a goal to mitigate risk, diversifying holdings across a wide range of sectors, and actively monitoring contribution to active risk at the sector, industry and stock levels.
Delivering strong active capabilities across an opportunity set that spans regions and styles.
We can connect you with a team focused on your investment needs. Reach out to learn more about how our capabilities and services can help support your goals.