A spectrum of successful strategies.

The Core Equity strategy is a dynamic allocation of large value, large growth, mid value and mid growth driven by our bottom-up selection process. It is structured to beat the S&P 500 on a consistent basis.

There is particular emphasis on sustainable businesses with solid balance sheets and strong cash flow. Companies with market capitalizations over $1billion are combined to provide a well-diversified portfolio of approximately 50 holdings. The rigorous execution of this discipline has produced consistent returns since the inception of the firm.

The Large Cap Value strategy focuses exclusively on stocks that are significantly undervalued, selling at a discount based on earnings and cash flows. This portfolio is diversified among companies with market capitalizations in excess of $1 billion and is benchmarked to the Russell 1000 Value Index.

There is particular emphasis on sustainable businesses with solid balance sheets and strong cash flow. Companies with market capitalizations over $1 billion are carefully combined to provide a well-diversified portfolio of approximately 50 holdings. The rigorous execution of this discipline has produced consistent returns since the inception of the firm.

The stock selection discipline for Mid Cap Equity is the same as the value process, except the market capitalization is limited to a maximum of $15 billion. While these portfolios are well diversified, they are more concentrated and typically benchmarked to the S&P 400 Index or Russell Mid Cap Index.

There is particular emphasis on sustainable businesses with solid balance sheets and strong cash flow. Companies with market capitalizations between $1 billion and $15 billion are carefully combined to provide a relatively concentrated portfolio of 20 to 30 holdings. The rigorous execution of this discipline has produced consistent returns since the inception of the firm.

The Small Cap Value strategy focuses on stocks with less than $2.5 billion in market capitalization that we believe are significantly undervalued. The portfolio is broadly diversified and contains approximately 65 holdings, driven by our bottom-up selection process. There is particular emphasis on companies that exhibit solid fundamentals, good financial strength and significant undervaluation relative to the benchmark.

This strategy blends our Small Cap Value and Mid Cap Equity strategies, investing approximately 40% in small cap holdings and 60% in mid cap. We seek to invest in stocks that exhibit high-quality, financial strength, and low valuation characteristics relative to the benchmark. This strategy has a weighted average market capitalization of approximately $5 billion.

These concentrated portfolios represent Seizert Capital's "best" ideas as stock pickers. Each portfolio contains less than 30 holdings and constructed to be less constrained to take advantage of opportunities we identify. The portfolios are built using our same bottom-up selection process that identifies those holdings we believe are significantly undervalued, yet have high-quality, high returns on capital, low debt and significantly discounted valuation relative to the benchmarks.

These portfolios correlate well to the Russell 1000 Value Index, however broader indexes may also be used. They also have greater sector concentrations than other Seizert large cap strategies.