Strategies

LARGE CAP

  • Category: US Equity Large Blend
  • Portfolio Inception Date: 4/30/1997
  • Portfolio Manager: G. Todd Gervasini
  • Portfolio Benchmark: S&P 500 TR
  • Number of Positions: 33

The Large Cap Equity strategy is the longest-run portfolio at Wakefield Asset Management with a track record going back over 20 years. The strategy seeks to achieve long-term capital appreciation by outperforming the S&P 500 Index.

LARGE CAP

  • Category: US Equity Large Blend
  • Portfolio Inception Date: 4/30/1997
  • Portfolio Manager: G. Todd Gervasini
  • Portfolio Benchmark: S&P 500 TR
  • Number of Positions: 33

The Large Cap Equity strategy is the longest-run portfolio at Wakefield Asset Management with a track record going back over 20 years. The strategy seeks to achieve long-term capital appreciation by outperforming the S&P 500 Index.

SMALL CAP

  • Category: US Equity Small Blend
  • Portfolio Inception Date: 12/31/1998
  • Portfolio Manager: G. Todd Gervasini
  • Portfolio Benchmark: Russell 2000
  • Number of Positions: 45-50

The Small Cap Equity strategy seeks to achieve long-term capital appreciation by outperforming the Russell 2000 Index.

SMALL CAP

  • Category: US Equity Small Blend
  • Portfolio Inception Date: 12/31/1998
  • Portfolio Manager: G. Todd Gervasini
  • Portfolio Benchmark: Russell 2000
  • Number of Positions: 45-50

The Small Cap Equity strategy seeks to achieve long-term capital appreciation by outperforming the Russell 2000 Index.

IMPACT INVESTING

  • Category: US Equity Large Blend
  • Portfolio Inception Date: 7/31/2015
  • Portfolio Manager: G. Todd Gervasini
  • Portfolio Benchmark: S&P 500 TR
  • Number of Positions: 33

The Wakefield Biblically Responsible Equity strategy seeks to achieve long-term capital appreciation by outperforming the S&P 500 Index.

The strategy incorporates an additional layer in the stock selection process meant to exclude publicly traded companies that do not adhere to a specific set of Biblical values. These additional screening criteria are closely aligned with the investing principles provided by the United States Conference of Catholic Bishops and the Evangelical Christian Investment Guidelines.

IMPACT INVESTING

  • Category: US Equity Large Blend
  • Portfolio Inception Date: 7/31/2015
  • Portfolio Manager: G. Todd Gervasini
  • Portfolio Benchmark: S&P 500 TR
  • Number of Positions: 33

The Wakefield Biblically Responsible Equity strategy seeks to achieve long-term capital appreciation by outperforming the S&P 500 Index.

The strategy incorporates an additional layer in the stock selection process meant to exclude publicly traded companies that do not adhere to a specific set of Biblical values. These additional screening criteria are closely aligned with the investing principles provided by the United States Conference of Catholic Bishops and the Evangelical Christian Investment Guidelines.

LARGE CAP TAX AWARE

  • Category: US Equity Large Blend
  • Portfolio Inception Date: 8/31/2000
  • Portfolio Manager: G. Todd Gervasini
  • Portfolio Benchmark: S&P 500 TR
  • Number of Positions: 33

The Large Cap Tax Aware Equity strategy seeks to achieve long-term capital appreciation by outperforming the S&P 500 Index. The portfolio incorporates an additional layer in the investment process which seeks to minimize tax impacts when appropriate.

Don’t see the strategy you’re looking for?
Please contact us to learn more about customizable strategies.

LARGE CAP TAX AWARE

  • Category: US Equity Large Blend
  • Portfolio Inception Date: 8/31/2000
  • Portfolio Manager: G. Todd Gervasini
  • Portfolio Benchmark: S&P 500 TR
  • Number of Positions: 33

The Large Cap Tax Aware Equity strategy seeks to achieve long-term capital appreciation by outperforming the S&P 500 Index. The portfolio incorporates an additional layer in the investment process which seeks to minimize tax impacts when appropriate.

Don’t see the strategy you’re looking for?
Please contact us to learn more about customizable strategies.

WAKEFIELD ASSET MANAGEMENT

7887 East Belleview Avenue Suite 800
Englewood, CO 80111

(303) 771-0630

customerservice@wakefieldinc.com