Great Lakes Disciplined TaxManaged AllCap Strategy
Overview
Objective
The TaxManaged AllCap strategy seeks to outperform the Russell 3000 Index on an after-tax basis by combining superior stock selection with rigorous, precise portfolio risk management and active tax management.
Description
Great Lakes uses a disciplined, fundamental, bottom-up approach to tax-managed equity investing.
- After-tax focused equity strategy: Designed to maximize after-tax returns by integrating active tax management—such as tax-loss harvesting and capital gains management—directly into the portfolio construction and rebalancing process.
- Disciplined, benchmark-aware investment process: Utilizes a bottom-up, systematic stock selection process across the full U.S. equity market capitalization spectrum, while maintaining tight controls on sector, style, and market-cap risk relative to the Russell 3000 Index.
- Highly customized, individually managed portfolios: Accounts are managed on an individual basis, incorporating client-specific tax rates, cost basis, investment restrictions, and transition considerations to optimize the balance between return, risk, and tax efficiency.
Firm Overview
Founded in 1981, Great Lakes Advisors® is headquartered in Chicago, Illinois with offices in Tampa, FL and Stamford, CT. We offer a wide range of fixed income and equity strategies across all market capitalizations and have deep portfolio management capabilities within ESG, Socially Responsible, Tax Managed, and Customized account solutions. Our clients include public funds, multi-employer plans, corporations, religious communities, endowments/foundations, health care plans, and private wealth management clients.
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Great Lakes Advisors, LLC (“Great Lakes” or “GLA”) is an investment advisor registered with the Securities and Exchange Commission under the Investment Advisors Act of 1940. Established in 1981,Great Lakes is a subsidiary of Wintrust Financial Corporation and a part of the Wintrust Wealth Management family of companies. Great Lakes is a distinct business unit with distinct investment processes and procedures relating to the management and/or trading of investment portfolios for its clients. On October 1, 2013, majority owned subsidiary Advanced Investment Partners, LLC (“AIP”) became fully-owned and integrated into Great Lakes. On April 3, 2023, Rothschild & Co Asset Management US Inc. and Rothschild & Co Risk Based Investments LLC became fully-owned and integrated into Great Lakes.
Great Lakes Advisors, LLC’s fees are available upon request and may be found in our Form ADV Part 2A. Performance data quoted herein represents past performance. Past performance does not guarantee or indicate future results. Returns and net asset value will fluctuate. To determine if this strategy is appropriate for you, carefully consider the investment objectives, risk factors, and expenses before investing.