Beutel Goodman U.S. Large Cap Value Strategy Introduction


Fund Overview Webcast

We are excited to announce that the Beutel Goodman US Large Cap Value Strategy is now available on the RJCS platform ($100k minimum). Beutel Goodman is a high-conviction, highly concentrated, low turnover manager focused on bottom up stock selection.

Highlights of the Strategy:

  • Ranks in the top 10% of the Morningstar Large Value SMA peer universe over the trailing 3, 5, 10, 15 and 20 year time periods
  • Attractive upside/downside capture ratio relative to Russell 1000 Value (5yr upside 115% / downside 86%)
  • Concentrated portfolio with 27 holdings currently

Past performance is no guarantee of future results.

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