Striving to Deliver Superior Results Striving to Deliver
Superior Results

Striving to Deliver Superior Results Striving to Deliver
Superior Results

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.

BIBLICALLY RESPONSIBLE

  • 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.

BIBLICALLY RESPONSIBLE

  • 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 Large Cap Equity Portfolio Named Top Gun Performer The Wakefield Large Cap Equity Portfolio was named to the Top Guns list in 3 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended March 31, 2022. read more Wakefield Asset Management Small Cap Equity Portfolio Named Top Gun Performer The Wakefield Small Cap Equity Portfolio was named to the Top Guns list in 1 category by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended March 31, 2022. read more Wakefield Asset Management Large Cap Biblically Responsible Portfolio Named Top Gun Performer The Wakefield Biblically Responsible Equity Portfolio was named to the Top Guns list in 4 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended March 31, 2022. read more Wakefield Asset Management Large Cap Tax Aware Portfolio Named Top Gun Performer The Wakefield Large Cap Tax Aware Portfolio was named to the Top Guns list in 3 categories by Informa Investment Solutions’ PSN manager database for performance returns for the quarter ended March 31, 2022. read more Wakefield Large Cap Equity
Named Top Gun Performer
Wakefield’s Large Cap Equity Portfolio was named a top ten performer within the Large Core Equity Universe by Informa Investment Solutions PSN manager database for the year ended December 31, 2021. read more
Wakefield Large Cap Equity
Tax Aware Named Top Gun
Performer
Wakefield’s Large Cap Equity Tax Aware Portfolio was named a top ten performer within the Large Core Equity Universe by Informa Investment Solutions PSN manager database for the year ended December 31, 2021.read more
Wakefield Biblically Responsible Equity Named Top Gun Performer in 2 Categories Wakefield’s Large Cap Biblically Responsible Portfolio was named a Top Gun in 2 categories by Informa Investment Solutions PSN manager database for the year ended December 31, 2021.read more Wakefield Small Cap Equity
Named Top Gun Performer
in 5 Categories
Wakefield’s Small Cap Equity Portfolio was named a Top Gun in 5 categories by Informa Investment Solutions PSN manager database for 4Q 2021 and for the year ended December 31, 2021.read more
Wakefield Asset Management Named Large Cap Manager of the Year Wakefield Asset Management, LLLP has been named Large Cap Manager of the Year for the 12th Annual Emerging Manager Awards by Emerging Manager Monthly. read more Wakefield Asset Management Named 2022 Asset Manager
of the Year
Wakefield Asset Management is pleased to announce that our Wakefield Large Cap Equity Portfolio was named 2022 Manager of the Year by Envestnet and Investment Advisor magazine. read more

WAKEFIELD ASSET MANAGEMENT

7887 East Belleview Avenue Suite 800
Englewood, CO 80111

(303) 771-0630

customerservice@wakefieldinc.com