PIC U.S. Opportunities Portfolio

Minimum investment: $250,000

Benchmark: S&P 500 Index

Investment Objective
This strategy seeks to achieve competitive returns with low volatility by evaluating and selecting what we deem are the best high-quality growth opportunities throughout the world in the United Stated across market capitalizations. 

 

Stock Selection
For investment, we consider companies that generate higher returns on capital and have better growth prospects than their global peers. Companies must have demonstrated a consistent history of additive shareholder value by producing returns above and beyond the cost of capital. Furthermore, companies must exhibit a high degree of business ethics and responsible conduct in order to qualify for inclusion.

The S&P 500® is widely regarded as the best single gauge of large-cap U.S. equities. There is over USD 9.9 trillion indexed or benchmarked to the index, with indexed assets comprising approximately USD 3.4 trillion of this total. The index includes 500 leading companies and covers approximately 80% of available market capitalization. Published and maintained by S&P Global, us.spindices.com.