Each account will be managed on an individual basis and will have variations. Investment returns and principal value will fluctuate and there can be no assurance that the strategy’s objective will be achieved. Refer to Todd Asset Management’s ADV and strategy fact card for full details regarding the strategy, objectives, fees, risks and additional details about the advisor and strategy. The results and portfolios for individual portfolios may vary.
AAM acts as a third-party marketing to the Manager and does not act as an investment advisor to the strategy referenced above.
The S&P 500 Index is a capitalization-weighted index that measures the performance of 500 large capitalization domestic stocks representing all major industries. The S&P 500 Index is the most appropriate benchmark to best reflect broad market performance.
The Russell 1000® Value Index measures the performance of the large cap value segment of the US equity universe. It includes those Russell 1000® companies with lower price-to-book ratios and lower expected growth values. The Russell 1000® Index represents the 1,000 top companies by market capitalization in the United States. It comprises approximately 92% of the total market capitalization of all listed stocks in the US equity market and is considered a bellwether index for large-cap investing.
Principal Risks: The Todd Large Cap Intrinsic Value Strategy is designed for long-term investors who are willing to accept short-term market price fluctuations. Principal risks of investing in this strategy include general stock market and business risk. There are times the overall market may not favor value-style investing, and it is possible the intrinsic value of the underlying stocks may never be realized.
CRN: 2024-0924-12009 R