Large cap core equity

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Overview

HighMark’s Large Cap Core Equity strategy seeks to outperform the Russell 1000 Index by constructing a diversified portfolio using a systematic investment process that combines analysis of economic and market forces, individual stock analysis and risk management, and efficient strategy implementation. The core of our process is information-based investing, which uses signals from the activity of informed market participants to assess potential for market outperformance.

Investment Philosophy

INFORMATION-BASED INVESTING
Identify knowledgeable market participants with established insight into a company or segment of the market and monitor the activities of these ‘unique market participants’ to provide signals of future performance.

EMPHASIZE RISK MANAGEMENT
Portfolio construction and ongoing risk monitoring/ management are key areas of focus. Controlling beta protects alpha.

FOCUS ON BREADTH
A broad range of diverse sources of information produces more consistent results than a focus on a narrow set of company characteristics.

LISTEN TO WHAT THE MARKET IS TELLING YOU
Be adaptable to the prevailing market environment.