Markets & Economy
Mid-Year 2017 Outlook
As the U.S. Ages Gracefully, a Resurgence Abroad.
June 13, 2017
A U.S. large-cap equity strategy that employs fundamental research to identify competitively advantaged companies and/or superior execution with the potential for strong value creation and a compelling risk/reward profile.
The portfolio managers aim to invest in competitively advantaged companies with strong value creation potential and a compelling risk/reward profile.
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Manind (Mani) Govil is head of the Core Equity team and lead portfolio manager of the Large Cap Core strategy and the Dividend Growth strategy. Prior to joining the Firm in 2009, Mr. Govil headed the Core Equity team at RS Investments.
Benjamin Ram is a co-portfolio manager of the Large Cap Core strategy. He also serves as sector manager for financials (ex-REITs) across all of the Core Equity Team’s strategies. He joined the Firm in May 2009.
Paul Larson serves as portfolio manager of the Large Cap Growth strategy and co-portfolio manager of the Large Cap Core strategy. Before joining the Firm, Mr. Larson held various positions at Morningstar, most recently as a portfolio manager and chief equity strategist. He was also editor of the company’s StockInvestor newsletter, which tracked his investment recommendations, and was an analyst covering the energy sector.