Great Lakes Large Cap Value Strategy
Overview
Objective
The GLA Large Cap Value Strategy seeks to provide total return in excess of the Russell 1000 Value Index over a full market cycle.
Description
Great Lakes uses a disciplined, fundamental, bottom-up approach to large cap value investing.
- Fundamental, value-oriented equity strategy: Invests in attractively valued large-cap U.S. companies that exhibit improving fundamentals, durable cash flow generation, and earnings power beyond market expectations.
- High-conviction, risk-controlled portfolio construction: Maintains a bottom-up portfolio of approximately 65–85 holdings, with sector and position constraints designed to manage factor risks while remaining true to the value mandate.
- Disciplined, benchmark-aware process: Employs proprietary and externally sourced risk management tools to monitor market, style, size, and sector exposures, with the objective of delivering consistent relative returns across market environments.
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.