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U.S. REIT Separate Account

Investment Philosophy

We believe the value of a REIT extends beyond the value of the underlying real estate.  Through fundamental research, we can uncover and exploit inefficiencies in the market.  Low turnover contributes to alpha creation and aligns investors with the value creation process within real estate.  Style and application should be visible and consistent in the investment process.  Our style is Growth At A Reasonable Price (GARP).  We have consistently followed this style.

Investment Process

 

Portfolio Construction Guidlines

Number of Holdings 25-45
Position Cap 10%
Wtd Mkt Cap (bn) Target $6.5 - $11.5
Sector Exposure vs. FTSE NAREIT Equity Index  
   Overweighting 100%
   Underweighting 100%
Annual Turnover <50%
Cash <5%

Competitive Advantages

  • Same philosophy, process and style since inception of product
  • REIT team stability
  • Consistent historical out-performance vs. benchmark and peers
  • Additional product capacity exists

Contact

Please direct institutional inquiries to our dedicated Institutional REIT Product Specialist, Barry Cope, at (312) 630-4545.

Global REIT Team

HeadshotGeoffrey P. Dybas, CFA
Global Head - REITs Senior Portfolio Manager
HeadshotBarry Cope
REIT Product Specialist
HeadshotEden Levinson
REIT Analyst
HeadshotTimothy Fitzgerald
Head of Equity Trading
HeadshotFrank J. Haggerty, Jr., CFA
Portfolio Manager
HeadshotRon She, CFA
Senior Asia Pacific Analyst
HeadshotKrishna Soma, CFA
REIT Analyst
HeadshotBrian VanderMeulen
Equity Trader