US Equity Strategy
The US Large Cap Equity Strategy™ (LCES), is a proprietary strategy that applies a disciplined approach to creating wealth by managing growth and preservation of capital. Our distinct portfolio structure incorporates up-market stocks that help drive capital growth and down-market stocks that help protect capital. This strategy produces a concentrated, high active-share portfolio of 28-35 stocks.
Fischer Stralem claims compliance with the Global Investment Performance Standards (GIPS®).
GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.
To receive GIPS-compliant performance information for the strategy, contact Leeza Tisnovsky.