Glenmede Disciplined U.S. Equity Portfolio (GTLOX)

Overview

This company is characterized by its strategic focus on investing primarily in equity securities, such as common stocks, of large cap companies that are economically tied to the United States. The fund adopts a robust investment criterion, committing at least 80% of its net assets, which includes borrowings for investment purposes, towards equity securities. Recognizing the importance of a strong economic connection to the U.S., the fund has set forth specific criteria to determine a company's eligibility for investment. These criteria include the company's organizational ties to the U.S., such as being incorporated under U.S. laws, having its principal place of business in the U.S., a significant trading presence in U.S. markets, or inclusion in a U.S. equity index managed by renowned rating agencies such as S&P Global Ratings or FTSE Russell. Through this focused investment approach, the fund aims to offer investors a pathway to potentially lucrative investments in large cap companies deeply integrated within the U.S. economic landscape.

Products and Services

• Equity Securities of Large Cap Companies

This service encompasses investment in equity securities, specifically in common stocks of large cap companies that are significantly tied to the U.S. economy. The investment strategy hinges on selecting companies that meet one or more of the following criteria: incorporation under U.S. law, maintaining a principal place of business within the U.S., actively traded in U.S. markets, or inclusion in a recognized U.S. equity index like those managed by S&P Global Ratings or FTSE Russell. By focusing on these large cap companies, the fund aims to capitalize on the stability and growth potential inherent in such established entities, while ensuring a steady alignment with the economic intricacies of the U.S. market.