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Objectives & Philosophy
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A large cap enhanced equity strategy sub-advised by New York Life Investment Management LLC (NYLIM). McMorgan uses a long-term, risk-controlled, disciplined strategy when managing equity portfolios. Rigorous research and testing are important factors in this quantitative method of portfolio management. Our well-diversified large capitalization portfolios are similar to the S&P 500, with strategic overweights and underweights of those sectors and individual issues offering the best return-to-risk opportunities. A similar philosophy of portfolio management is also used for the small and mid-capitalization products. |
For additional information about McMorgan Equity Investment Management, including performance, historical data, standard deviation,
composite size and number of accounts, please contact Patrick Noonan, VP, Consultant Relations. You can contact Patrick by clicking here, or by calling
(415) 616-9375.