Large Cap Value

Large Cap Value

Strategy Summary (.pdf)

Large Cap Value composite represents an equity strategy that primarily invests in mid and large capitalization U.S. companies with a value orientation. The market cap range are mid and large-capitalization companies with a market capitalization within the same general range as the issuers included in the benchmark indexes. 80% of the Large Cap Value portfolio is comprised of the Russell 1000® Value Index.

Inception Date: January 1, 2010
No. of Holdings: 50 – 70
Portfolio Manager: Don Gilbert
Benchmark: Russell 1000® Value Index


Russell 1000® Value Index measures the performance of those Russell 1000® companies with lower price-to-book ratios and lower forecasted growth values.


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