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Our Products"Someone's sitting in the shade today because someone planted a tree a long time ago" Overall Objective Union Heritage Capital Management is a domestic equity manager that utilizes a quantitative, bottom-up methodology. Our overall objective is to provide long-term capital appreciation by investing in U.S. companies that have growth potential, are undervalued, and are trading below their risk-adjusted expected growth rates. Large Cap Relative Value Client portfolios are invested in a diversified mix of screened stocks. The weighted average market capitalization of client portfolios range from $30-$50 billion. Large-cap companies are those whose market capitalization falls within the range of the S&P 500 and Russell 1000 indices. Life Assurance Fund* The Life Assurance Fund utilizes an absolute return strategy which invests in a well diversified portfolio of senior life settlements that act as a stabilizing component to your investment portfolio. To request additional information on the Life Assurance Fund, please click here. *Note: Union Heritage Capital Management and The Life Assurance Fund are separate entities which are affiliated through common ownership. |
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