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Large Cap Dynamic

Large Cap Dynamic

Strategy Summary (.pdf)

Large Cap Dynamic composite represents an equity strategy that primarily invests in mid- and large- capitalization U.S. companies with a dynamic orientation. Our Dynamic portfolios holdings, are more concentrated to approximately 40 names, as the stocks owned in the core portfolio with greater stability in earnings are excluded.

Inception Date: September 1, 2012
No. of Holdings: 30 – 45
Portfolio Manager: Andy Wong
Benchmark: Russell 1000® Dynamic Index

 

Russell 1000® Dynamic Index measures the performance of the large-cap dynamic segment of the U.S. equity universe. It includes those Russell 1000® Index companies with relatively less stable business conditions which are more sensitive to economic cycles, credit cycles and market volatility based on their stability variables. Stability is measured in terms of volatility (price and earnings), leverage, and return on assets.

 
 
 


Suffolk Capital Management, LLC
810 Seventh Avenue | Suite 400 | New York, NY 10019
212.247.2160