OUR STRATEGIES

We offer three equity investment strategies: a U.S. Large-Capitalization, a U.S. Small-Capitalization, and a Merger-Arbitrage event-driven strategy (formerly called "High Yield Cash"). Investors may choose either the S&P 500 or Russell 1000 benchmarks for the U.S. Large-Cap 130/30 strategy.

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