US Large Cap Core Equity

Estabrook’s Large Cap Core Strategy employs a top-down driven process that is designed to achieve long-term capital appreciation. Our investment committee and research teams work together to analyze the current economic environment, focusing on best in class companies where underlying fundamental value is not recognized or appropriately discounted by the market. This strategy affords us the opportunity to own them at attractive prices.

Our investment committee meets regularly to address portfolio construction in the context of our economic outlook and emphasis on secular trends and strategic themes. We review sector allocations, stock specific fundamentals, position sizes and price targets. Ongoing risk decomposition and performance attribution reviews round out this process.

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To speak to a representative or request more information, please use the contact details below.
Bill Baird
Director, Business Development
New York
900 Third Avenue Suite 1004 New York, NY 10022
Bob Wallace
Marketing and Client Services
(212) 605-5535
822 AlA North Suite 201 Ponte Vedra Beach, FL 32082