Normally investing at least 80% of assets in U.S. equity securities. Normally investing primarily in common stocks. Investing assets across market cap ranges in large cap, mid cap, and small cap stocks. Generally utilizing a research-driven approach identifying long-term drivers of stock returns that may include, but are not limited to, valuation, growth, quality, and other factors.  The research is systematically applied alongside a proprietary portfolio construction and risk management framework to select a broadly diversified group of stocks that may have the potential to provide a higher total return than that of the Russell 3000® Index.