Janna Sampson, CFA
Peter Jankovskis, PhD, CFA
Giri Cherukuri, CFA
- Long term history of delivering high alpha
- Attractive down market performance
- Excellent long term out performance
- Focused on long run profitability rather that short term earnings
- Lowers portfolio turnover
- Improves performance over the market cycle
- Low correlation to aggressive growth, value and private equity
- Combines best attributes of growth and value styles
- Complements other equity strategies well
- Provides smoothing effect to total plan performance
Strategies
SELECT EQUITY
OakBrook’s Select Equity Strategy is built upon an economic concept called “Market Power”. Companies with Market Power possess both dominant market share and barrier(s) to entry. Entry barriers can take several forms including patents, brand recognition, economies of scale and several others. Companies with Market Power effectively enjoy a shield from competition, which protects market share, longer-term profitability and promotes creation of long-term shareholder value. Shares of these leading companies are purchased when OakBrook considers them undervalued by the market. The strategy’s goal is to outperform the S&P 500 by 3%-4% over the investment cycle, while not exposing investors to additional risk. Due to the conservative, defensive nature of stocks held in the portfolio, Select Equity offers its best relative performance during stable, declining or highly volatile markets, while typically lagging somewhat during rising markets.
Performance
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