Value Equity Fund
Net Assets as of
March 31, 2025:
222.9
Value Equity Fund
Inception Date: July 1, 2001
The TPF Value Equity Fund is a broadly diversified portfolio of mostly U.S. and some international stocks that seeks to provide opportunities for long-term capital growth by using a value-based approach. The Fund’s goal over three- to five-year market cycles is to provide returns that exceed a market benchmark (the Russell 1000 Value Index), but with lower risk than the benchmark as measured by volatility of returns.
Although most clients will prefer to benefit from the broad diversification of the blend of investment styles available through the Large Cap Equity Fund, the Value Equity Fund may be accessed directly by those clients who wish to follow a different equity allocation policy.
Fund Management
- 50% of the Fund is managed by Eagle Capital Management of New York, employing a bottom-up, research-driven approach to find undervalued growth companies.
- 50% of the Fund is managed by LSV Asset Management of Chicago, employing a disciplined, quantitative, “contrarian” approach.
Past performance is not necessarily indicative of future investment results. TPF neither expressly nor impliedly guarantees any specific investment return.
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