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Fundamental Management

OakBrook’s Select Equity and Global Select Equity strategies are built upon an economic concept called Market Power. Companies with Market Power possess both dominant market share and barriers to entry. A company with Market Power effectively enjoys a shield from competition, which protects market share and longer-term profitability and promotes creation of long-term shareholder value. Due to the conservative, defensive nature of stocks held in the portfolio, Select Equity offers its best relative performance during stable, declining or highly volatile markets.

Benchmarks:

  • S&P 500
  • MSCI ACWI

 Benefits:

  • History of delivering long-term alpha
  • Greater consistency of absolute return due to attractive down-market performance
  • Low turnover due to focus on long-run profitability rather than short-term earnings
  • Excess return typically has low correlation with aggressive growth, value, or private equity

©2019 OakBrook Investments, LLC.All Rights Reserved. S&P 500, S&P 500 Value, S&P MidCap 400, and S&P SmallCap 600 are trademarks owned by S&P Dow Jones Indices LLC. MSCI ACWI is a trademark owned by MSCI Inc. Neither OakBrook Investments nor its products are affiliated, sponsored, or endorsed by S&P Dow Jones Indices LLC.