Institutional Investors
Our Philosophy
Traditional Strategies:
The Core Equity strategy seeks to provide long-term capital appreciation through investment in a diversified portfolio of companies with minimum market capitalization of $10 billion.
The Select Equity strategy seeks to provide long-term capital appreciation through investment in a diversified portfolio of companies with minimum market capitalizations of $400 million. The strategy has no upper market capitalization limits.
The SMID-Cap Equity strategy seeks to provide long-term capital appreciation through investment in a diversified portfolio of companies with market capitalizations ranging from $400 million to $20 billion.
The SmallCap Equity strategy seeks to provide long-term capital appreciation through investment in a diversified portfolio of companies with market capitalizations ranging from $400 million to $6 billion.
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This is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction. The information provided herein is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. Please refer to our disclosures (Form ADV) for further information concerning specific products or services. All investment strategies have the potential for profit or loss; changes in investment strategies, contributions or withdrawals may materially alter the performance and results of a portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be suitable or profitable for a client's investment portfolio.
Certain information herein has been obtained from third party sources and, although believed to be reliable, has not been independently verified and its accuracy or completeness cannot be guaranteed. No representation is made with respect to the accuracy, completeness, or timeliness of this document.
Any reproduction or distribution of this presentation, as a whole or in part, or the disclosure of the contents hereof, without the prior consent of Oliver Luxxe Assets LLC, is prohibited.
