Investment Counselors of Maryland, LLC

Investment Strategy

Large Cap Value Equity

Strategy Overview

The strategy seeks to provide maximum, long-term total return, consistent with reasonable risk to principal, by investing primarily in common stocks of large cap companies in terms of revenues, assets and market capitalization. The portfolio is conviction weighted and concentrated resulting in a portfolio of 30-40 stocks.

Asset Class / Style U.S. Equity / Value
Inception Date 01/01/1986
Benchmark S&P 500® Index
Total Strategy Assets $70.3 MM as of 09/30/2017
Total Product Assets $43.0 MM as of 09/30/2017

Performance As of 09/30/2017

Total Returns (%)
  • Large Cap Value Equity - Gross Returns
  • Large Cap Value Equity - Net Returns
  • S&P 500® Index
*Since Inception: 01/01/1986

Net performance reflects the deduction of brokerage commissions and expenses incurred to manage the portfolio, and the reinvestment of dividends and other income. Past performance does not guarantee future results. Please refer to the full disclosure found under Additional Information.

All periods exceeding one year are annualized.

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