lists
Top performing U.S. Large Cap Value Equity strategies: June 2020
27 July 2020
Below are the top 10 performing U.S. Large Cap Value Equity strategies for Q2 2020 using eVestment's database of over 23,000 reporting strategies. 72% of U.S. Large Cap Value Equity strategies reporting at time of publication managed to outperform the Russell 1000 Value, gross-of-fees. The median U.S. Large Cap Value Equity manager produced returns of 16.06% during the quarter, outperforming the benchmark's return of 14.29%.
StrategyQ2 2020 Return5 Year Tracking Error
BirdRock Asset Management: Large Cap Value39.45%2.89%
Valara Capital Management, LLC: Valara Partners LP35.26%3.16%
Vulcan Value Partners LLC: Vulcan Value Partners Focus Plus29.65%2.50%
Lyrical Asset Management LP: Lyrical U.S. Value Equity - EQ29.62%3.20%
Vulcan Value Partners LLC: Vulcan Value Partners Focus29.50%2.49%
Lyrical Asset Management LP: Lyrical U.S. Value Equity - CS29.16%2.85%
Levin Easterly Partners LLC: Levin Easterly Taxable Large Cap Value27.96%1.93%
Foyston, Gordon & Payne Inc.: FGP US Equity (SMA) Portfolio25.59%2.04%
Wealth Growth Investment Management: Institutional-United States Equity Large Equity 200 Segregated Portfolio25.14%3.81%
Vulcan Value Partners LLC: Vulcan Value Partners Large Cap24.68%1.92%
U.S. Large Cap Value Equity Median16.06%1.15%
Russell 1000 Value14.29%N/A

Strategy performance in USD gross-of-fees; tracking errors calculated against the Russell 1000 Value index. For Wealth Growth Investment Management: Institutional-United States Equity Large Equity 200 Segregated Portfolio, tracking error since first full month of performance; inception date of 10-1-2016.

Related News Article
Top viewed products by APAC institutional investors and consultants: July 2020
Subscribe to the eVestment Newsfeed

Get the latest news and investment insights delivered weekly straight to your inbox.

Subscribe