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Objective
To provide a long-term total return, consisting of capital growth and current income. The fund invests primarily in equity securities of U.S. companies based on Strategy Indexing, an investment portfolio management model developed in 1995 by Jim O’Shaughnessy. Strategy Indexing is a rigorous and disciplined approach to stock selection based on characteristics associated with above average returns over long periods of time.
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Fund Manager
RBC Global Asset Management Inc.
Portfolio Manager
RBC Global Asset Management Inc.
Sub-Advisor
Ehren Stanhope, O'Shaughnessy Asset Management, L.L.C.
Daniel Nitiutomo, O'Shaughnessy Asset Management, L.L.C.
Claire Noel, O'Shaughnessy Asset Management, L.L.C.
Scott Bartone, O'Shaughnessy Asset Management, L.L.C.
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