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New SMA Asset Class Replication Strategies Available

Orion Portfolio Solutions is pleased to announce the addition of several new SMA strategies to its platform, effective April 6, 2020.

Accessible through our Tactical Mandate, and for use in UMA model portfolios, these active managers provide unique asset class replication strategies, delivering a new diversification option to advisors.

Cardinal Capital Management: Cardinal Capital SMID Cap Value 

Cardinal Capital employs a disciplined, bottom-up investment process. The investment team does not screen for investment candidates based upon valuation but instead generates ideas by targeting market niches where they have a structural advantage. Cardinal Capital focuses its fundamental research efforts on businesses the team considers to be sufficiently predictable that their discounted cash flow models provide useful information. In addition, Cardinal Capital invests with a long-term time horizon and focuses on absolute, not relative, risk of owning a company.

Diamond Hill Capital Management: Diamond Hill Large Cap

The Diamond Hill Large Cap strategy is a domestic equity strategy that seeks long-term capital appreciation by investing in companies selling for less than our estimate of intrinsic value. The strategy typically invests in large capitalization companies, defined as those companies with a market capitalization of $5 billion or greater.

Franklin Templeton Investments: Franklin Templeton International ADR Equity SMA

Portfolios invest in non-U.S. stocks with a market capitalization generally of $1 billion or greater at time of purchase. Industry weights are limited to approximately 20% of the total portfolio, and emerging markets typically range from 10 to 20%, with approximately 30% maximum. Accounts may invest in foreign securities only through American Depositary Receipts (ADRs).

Lazard Asset Management: Lazard International Equity Select ADR SMA

The strategy typically invests in 40 to 60 securities of non-US developed markets companies with a market capitalization generally of $5 billion or greater. The strategy is benchmarked to the MSCI EAFE Index and is available in ordinary shares and ADR versions.

Polen Capital: Polen Focus Growth

The Focus Growth strategy seeks to achieve long-term growth by building a concentrated portfolio of outstanding businesses with competitive advantages and the potential for sustained superior growth. It invests in 15-25 U.S. growth companies.

River Road Asset Management: River Road Dividend All Cap Value II

River Road’s Dividend All-Cap Value DAV II strategy utilizes a fundamentally driven research process to identify attractive purchase candidates from an all cap universe of high yielding equity securities. The DAV II Strategy focuses on North American listed securities with a minimum 2% yield and a market capitalization greater than $1 billion, at the time of initial purchase.

Thornburg Investment Management: Thornburg US Equity 

Thornburg U.S. Equity Strategy is a focused portfolio of mostly U.S. companies, selected via a fundamentally driven, valuation-sensitive process. The strategy is centered on providing attractive, risk-adjusted returns with mitigated volatility versus the benchmark S&P 500 Index.

Hotchkis & Wiley: Hotchkis and Wiley Large Cap Fundamental Value

Fundamental Value has invested in undervalued large cap stocks for nearly 40 years. These stocks represent businesses with defensible market positions, healthy balance sheets, and significant cash flow generation. Each of the 40-60 stocks offers a payout yield (dividends plus share repurchases) that exceeds that of the S&P 500 and trades with a P/E ratio below the market average.

Strategy fact sheets are now available with the Marketing Material section of the Orion Portfolio Solutions Advisor Portal. Log in to learn more.

For more information, please contact your Orion Portfolio Solutions Regional Sales Team at 800.379.2513 option 1.

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