Large Growth

Preferred Benchmark:

Russell 1000G

​

Projected Capacity:

$10 B

​

Market Cap Universe:

>$5 B

​

# of Holdings:

40-50

​

Position Sizing:

1.0%-5.0%

​

Active Share:

>75%

​

Cash Position:

<5%

Small Growth

Preferred Benchmark:

Russell 2000G

​

Projected Capacity:

$2 B

​

Market Cap Universe:

>$300MM - <$5B

​

# of Holdings:

50-60

​

Position Sizing:

1.0%-5.0%

​

Active Share:

>90%

​

Cash Position:

<5%

DEVELOPED MARKETS

Preferred Benchmark:

MSCI World Ex-US

​

Projected Capacity:

$10 B

​

Market Cap Universe:

>$4 B

​

# of Holdings:

35-50

​

Position Sizing:

1.0%-5.0%

​

Active Share:

>90%

​

Cash Position:

<5%

Global

Preferred Benchmark:

MSCI World

​

Projected Capacity:

$10 B

​

Market Cap Universe:

>$4 B

​

# of Holdings:

35-50

​

Position Sizing:

1.0%-5.0%

​

Active Share:

>90%

​

Cash Position:

<5%