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.
- S&P 500
- MSCI ACWI
- 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.