Quality Large Cap Core
Designed to deliver outperformance by investing in a diverse portfolio of undervalued, high quality companies with positive momentum.
Our Philosophy
We believe investors should be compensated for the risks they take — in all market environments and any investment strategy.
Overview
Seeking Consistency in Large Caps
Large-cap equities are often a significant portion of investor portfolios, making them a key potential contributor (or detractor) when it comes to achieving your clients goals. We designed this strategy with an objective to deliver attractive risk-adjusted returns by implementing a systematic investment process that also seeks to control for undesirable risks.
Benefits
Seeks Attractive Risk-Adjusted Returns
Potential for Greater Consistency Through High Quality Focus
Transparent, Cost-Effective Active Management
Who it's for
Investors Seeking Exposure to Compensated Factors
High quality, high value and positive momentum stocks have generally outperformed over market cycles.
Investors Seeking Consistent Returns Over Time
Repeatable processes center on risk management to deliver attractive risk‑adjusted returns.
Investors Seeking Cost-Effective Active Management
A systematic approach enables access to proven drivers of excess return, cost‑effectively.
Quality Large Cap Core Documents
Literature
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Quality Dividend Focus Defensive
Designed to deliver an elevated dividend yield relative to the broad market while taking a defensive portfolio approach and investing in high quality companies to further enhance income consistency and stability.
Quality Low Volatility
Built in an attempt to strengthen a portfolio’s equity allocation by seeking to deliver more consistent equity returns, targeting 20% to 30% less volatility than the broad market.
Quality ESG
Designed to outperform by investing in high quality companies that are well positioned to manage their ESG risks and opportunities relative to their industry peers.
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All securities investing and trading activities risk the loss of capital. Each portfolio is subject to substantial risks including market risks, strategy risks, advisor risk, and risks with respect to its investment in other structures. There can be no assurance that any portfolio investment objectives will be achieved, or that any investment will achieve profits or avoid incurring substantial losses. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. Risk controls and models do not promise any level of performance or guarantee against loss of principal. Any discussion of risk management is intended to describe NTAM’s efforts to monitor and manage risk but does not imply low risk. This information is general in nature and should not be construed as tax advice. Please consult a tax advisor or professional as to how this information may affect your particular circumstance.
Environmental, Social and Governance (ESG) investing involves certain risks because the methodology of an underlying index selects and assigns weights to securities of issuers for nonfinancial reasons, a strategy may underperform the broader equity market or other strategies that do not utilize ESG criteria when selecting investments. The companies selected by an index provider as demonstrating ESG characteristics may not be the same companies selected by other index providers that use similar ESG screens. In addition, companies selected by an index provider may not exhibit positive or favorable ESG characteristics. Regulatory changes or interpretations regarding the definitions and/or use of ESG criteria could have a material adverse effect on a strategy’s ability to invest in accordance with its investment policies and/or achieve its investment objective.
Not FDIC Insured | May Lose Value | No Bank Guarantee
Northern Trust Asset Management is composed of Northern Trust Investments, Inc., Northern Trust Global Investments Limited, Northern Trust Fund Managers (Ireland) Limited, Northern Trust Global Investments Japan, K.K., NT Global Advisors, Inc., 50 South Capital Advisors, LLC, Northern Trust Asset Management Australia Pty Ltd, and investment personnel of The Northern Trust Company of Hong Kong Limited and The Northern Trust Company.