Investment Overview
Objective
The ALPS/WMC Value Intersection Fund seeks to achieve long term capital appreciation by investing in large-cap value securities.
Strategy
The Fund seeks to achieve its investment objective by investing in large-cap value stocks
Designed to add value through bottom-up security selection
Select stocks from a Value universe
Combines fundamental research and quantitative valuation techniques
Manage sources of risk other than stock selection
Key takeaway: Only mutual fund available to deliver access to Wellington’s proprietary Value Intersection investment approach.