Large Cap US Equity

Long-Only US Equity Portfolios

In January 2003, Gualario & Co., LLC introduced and implemented its proprietary Large Cap Equity composite. Except for investments in certain cash equivalents, these portfolios invest assets exclusively in long equity positions of select component companies of the Standard & Poor’s 500 Index.

The portfolio primarily focuses on corporate earnings and combines quantitative analysis and screening methods with fundamental and qualitative evaluations. Since its introduction, our Large Cap Equity composite has consistently outperformed the S&P 500 Index.

Please note that portfolios do not utilize leverage or derivative products.

GUALARIO & CO., LLC

Investment Performance

Since its inception, the composite has generated a net of fee return of 153.21% compared to a 72.63% return of the S&P 500 for the same period.

For a detailed performance history of our Large-Cap Equity Composite, please see our Performance History page.