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LARGE-CAP 130/30

The Constantia Capital Large-Cap 130/30 strategy is designed to exceed its benchmark, the Russell 1000 index, by 150 bps annualized after fees over a full market cycle, with moderate risk relative to the benchmark.

LC130 Rev. Chars 1.5pct 09-19.png

*Please note that Expected Excess Returns (a) are not a guarantee of performance and (b) will include reinvestment of dividends and other earnings.


Risk Controls Relative to Benchmark⁴

¹ Ex-Ante i.e. based on forward looking estimates at time of rebalancing

² Discounted fees are available to accounts over $25 million.

³ Performance Fee is charged on excess over benchmark, with high-water marks, and available only to qualified

  clients as defined by Rule 205-3 of the Investment Advisers Act of 1940 (17 CFR 275.205-3).

⁴ At time of rebalancing

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