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Top performing U.S. Large Cap Core Equity strategies: June 2020
27 July 2020
Below are the top 10 performing U.S. Large Cap Core Equity strategies for Q2 2020 using eVestment's database of over 23,000 reporting strategies. 31% of U.S. Large Cap Core Equity strategies reporting at time of publication managed to outperform the Russell 1000, gross-of-fees. The median U.S. Large Cap Core Equity manager produced returns of 20.33% during the quarter, outperforming the benchmark's return of 21.82%.
StrategyQ2 2020 Return5 Year Tracking Error
Bares Capital Management, Inc.: Bares Mid-Large Cap Equity Strategy63.89%3.86%
Old West Investment Management, LLC.: Old West Large Cap Portfolio38.32%4.31%
Night Owl Capital Management, LLC: Night Owl Capital Equity33.48%2.67%
UBS Asset Management: US Sustainable Equity30.20%2.25%
UBS Asset Management: US Equity Large Cap30.10%1.74%
Echo Street Capital Management: Echo Street GoodCo Select29.84%2.57%
John Hancock Investments: John Hancock Fundamental Large Cap Core Fund29.79%1.54%
Manulife Investment Management: US Large Cap Core29.18%1.49%
Fisher Investments: US Total Return28.69%1.06%
Fisher Investments: US Total Return ESG28.54%1.41%
U.S. Large Cap Core Equity Median20.33%0.97%
Russell 100021.82%N/A

Strategy performance in USD gross-of-fees; tracking errors calculated against the Russell 1000 index. For UBS Asset Management: US Sustainable Equity, tracking error since first full month of performance; inception date of 11-30-2015. For Echo Street Capital Management: Echo Street GoodCo Select, tracking error since first full month of performance; inception date of 9-9-2015. For Fisher Investments: US Total Return ESG, tracking error since first full month of performance; inception date of 11-20-2018.

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