Large Cap Equity Portfolio
Bowling’s Large Cap Equity portfolio is the firm’s flagship strategy with a composite that receives a performance examination dating back to 1988. The objective of the strategy is to outperform the Russell 1000 over a full market cycle. The portfolios are broadly diversified, with 90-100 equity holdings selected from the Russell 1000, and are sector neutral. The security selection process utilizes a quantitative model that is based on valuation, growth and momentum metrics.