Visit the Home Page
 
Asset Managers
 
Domestic Equities
 
Golden Capital Management, Charlotte, NC - 1999
Large Cap Equity (All Funds) Benchmark: S&P 500

At 8.1 billion in assets under management. Golden Capital's Large Cap Value investment process is fundamentally based and quantitatively executed. The primary objective is to construct an actively managed, value portfolio of companies that have a high probability of positive earnings. Golden Capital Management's team believes that stocks that are fundamentally undervalued and have positive earnings expectations, and price trends that should experience significant price appreciation and multiple expansions. Greg Golden and Jeff Moser manage the portfolio.
 

Golden Capital Management, Charlotte, NC - 1999
High-Yield, Large Cap Equity (All Funds) Benchmark: Dow Jones US Dividend 100

Golden Capital Management's investment process for this fund is a fundamental, quantitative methodology which provides an attractive current dividend income as well as long-term capital appreciation.

 
Champlain Investment Partners, Burlington VT - 2004
Small Cap Equity (Balanced, Diversified and All Equity Fund Only) Benchmark: Russell 2000

At 6.16 billion in assets under management Champlain seeks to buy at a discount (margin of safety) to the stock's current fair value by focusing on cash flow from operations. The majority of the analysis is based on internal research of companies that range in market capitalization from $500 million to $1.5 billion. Champlain's internal due diligence process includes a thorough understanding of a company's products or services, an assessment of management, and a quantitative understanding of the income statement, cash flow, and balance sheet ratios and trends. Scott Brayman manages the portfolio.
 
Non-US Equities
 
Dodge & Cox International Equity Fund, San Francisco, CA - 1930
International Equity (Balanced, Diversified and All Equity Funds Only) Benchmark: MSCI EAFE Index

$69.1 billion in the International Equity Fund. The Fund typically invests in companies that, in Dodge & Cox's opinion, appear to be temporaritly undervalued by the stock market but have a favorable outlook for long-term growth. The Fund also focuses on the underlying financial condition and prospects of individual companies, including future earnings, cash flow, and dividends. Various other factors, including financial strength, economic condition, competitive advantage, quality of business franchise, and the reputation, experience, and competence of a company's management are weighed against valuation in selecting individual securities. The portfolio typically will have 70 - 90 stocks. Emerging markets are limited to 20% of the fund.
 
American Fund EuroPacific Growth Non-US Equity Mutual Fund, CA - 1984
International Equity (Balanced, Diversified & All Equity Funds) Benchmark - MSCI EAFE Index

$132 billion total portfolio. This fund invests in strong, growing companies primarily in Europe and The Pacific Basin, ranging from small firms to large corportations.

 
Fixed Income
 
Wespath Investment Management Bond Fund, Glenview, IL - 2011
Fixed Income (Conservative, Balanced and Diversified Funds Only)
Benchmark- Barclays Capital U.S. Universal Index (excluding Mortgage-Backed Securities)

The Diversified Bond Fund is comprised primarily of fixed income securities and employs a combination of active and passive investment management strategies. Bond funds are generally in the moderate range on the risk-return spectrum. The fund may hold up to 10% in bonds with a below investment grade rating and up to 20% in bonds denominated in currencies other than the U.S. dollar. The fund will also hold mortgage and other types of loans initiated through the General Board's “Positive Social Purpose Investment Program". The performance objective is to outperform the investment returns of its performance benchmark over a market cycle (three to five years) by 0.5%, on average, per year. For the active management component, the fund employs different investment management firms to make decisions about the fund's investments. The fund relies on the professional judgment of its investment managers to seek investments in attractively valued securities that, in their opinion, represent good long-term investment opportunities
 
Wespath Investment Management US TIPS Fund - Glenview, IL - 2011
Treasury Inflation Protected Securities (TIPS)(Conservative, Balanced and Diversified Funds Only)
Benchmark: Barclays U.S. Government Inflation-Linked Bond Index

The investment process includes employing a combination of active and passive investment management strategies. TIPS objective is to provide investors with current income and to protect principal from long-term loss of purchasing power due to inflation. TIPS is intended to complement the Diversified Bond Fund in terms of credit exposure.
 
Dodge & Cox Income Fund, San Francisco, CA - 1930
Fixed Income (Conservative, Balanced & Diversified Funds) Benchmark: Barclays Aggregate Index

$43.5 billion total portfolio. This fund's investment process included matching returns of the benchmark by investing in a well-diversified protfolio that is representative of the domestic invest-grade bond market.
 
Cash
 
BB&T Money Market, Winston-Salem, NC - 1872
Cash (Conservative, Balanced and Diversified Funds Only) Benchmark: 90-day T-bill

$183.0 billion in assets. The investment objective is to provide current income consistent with the preservation of capital and liquidity.
 
 
United Methodist Foundation of Western North Carolina, Inc.
Address: 13816 Professional Center Drive, Suite 100 Huntersville, NC 28078   |   Phone: 704-817-3990   |   Fax: 980-422-0390
® © Copyright 2017 United Methodist Foundation of Western North Carolina, Inc. All rights reserved.