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Beutel Goodman U.S. Large Cap Value Strategy Introduction

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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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