The Total Return Strategy aims to balance long-term capital appreciation with income while outperforming the Russell Global Large Cap Index over a full market cycle. The Russell Global Large Cap Index represents mid to-large-size companies across all industries with a median market capitalization of $6B.
To achieve this objective, we invest in securities of established companies with sustainable competitive advantages. We add value by monitoring secular trends, business cycles, industry dynamics, and competitive forces to position the portfolio into assets that will outperform the market.
Access to the AlphaGen Total Return Strategy is available through the Investment Research Service and Separately Managed Account.