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Beutel Goodman U.S. Large Cap Value Strategy Introduction

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Fund Overview Webcast

The Beutel Goodman U.S. Large Cap Value Equity strategy seeks to maximize returns over the long term through the application of a disciplined value investing approach emphasizing capital preservation and a focus on absolute risk and return.

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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