Investment Strategies

Overview: The strategy is actively managed and seeks to provide diversified exposure to high quality, reasonably valued small capitalization companies with sustainable business models.

Objective: To generate long-term capital growth with less risk than the benchmark over full market cycles.

Style: US Small Cap Core Equity

Benchmark: Russell 2000® Index

Inception Year: 1998

Overview: The strategy is actively managed and seeks to provide diversified exposure to high quality, reasonably valued small-mid capitalization companies with sustainable business models.

Objective: To generate long-term capital growth with less risk than the benchmark over full market cycles.

Style: US SMID Cap Core Equity

Benchmark: Russell 2500™ Index

Inception Year: 2010

Overview: The strategy is actively managed and seeks to provide diversified exposure to high quality, reasonably valued mid capitalization companies with sustainable business models.

Objective: To generate long-term capital growth with less risk than the benchmark over full market cycles.

Style: US Mid Cap Core Equity

Benchmark: Russell Midcap® Index

Inception Year: 1997

Overview: The strategy is actively managed and seeks to provide diversified exposure to high quality, reasonably valued large capitalization companies with sustainable business models.

Objective: To generate long-term capital growth with less risk than the benchmark over full market cycles.

Style: US Large Cap Core Equity

Benchmark: S&P 500 Index

Inception Year: 1987

Overview: The strategy is actively managed and seeks to provide diversified exposure to high quality, attractively valued large capitalization companies with sustainable business models.

Objective: To generate long-term capital growth with less risk than the benchmark over full market cycles.

Style: US Large Cap Value Equity

Benchmark: Russell 1000® Value Index

Inception Year: 1996

Overview: The strategy seeks to provide diversified exposure to high quality large capitalization companies located in developed markets outside the US.

Objective: To generate long-term capital growth with less risk than the benchmark over full market cycles.

Style: Developed Markets Large Cap Equity

Benchmark: MSCI World Ex-USA Index

Inception Year: 2015

Overview: The strategy is actively managed and seeks to provide diversified exposure to high quality fixed income securities.

Objective: To generate current income with a secondary focus on capital appreciation with less risk than the respective benchmark over full market cycles.

Style: US Fixed Income

Benchmark: Bloomberg Aggregate Bond Index

Inception Year: 1991

Overview: The strategy is actively managed and seeks to provide diversified exposure to high quality, reasonably valued equity and fixed income securities.

Objective: To generate long-term capital growth and income with less risk than the respective benchmark over full market cycles.

Style: US or Global Balanced

Benchmark: 60% S&P 500 Index/40% Bloomberg Aggregate Bond Index (or custom benchmark)

Inception Year: 1981