Strategies Built for Results
Our actively managed U.S. equity strategies integrate index alignment, tax efficiency, and a research-driven process engineered for alpha.
Strategy Lineup
Our U.S. Equity Strategies
Six actively managed strategies spanning the U.S. equity market, each built on our unified investment process.
Large Cap + High Growth + Tech Focused
U.S. Large Cap Growth
The Large Cap Growth strategy offers a portfolio of large and mega-cap companies with a growth profile and sector allocation similar to the NASDAQ 100 Index.
Benchmark: NASDAQ 100 Index
S&P 500 + More than Double the Dividend
U.S. Market Income
The Market Income strategy offers a portfolio of stocks with a dividend yield target similar to the Dow Jones U.S Dividend 100 Index and a sector allocation similar to the S&P 500 Index.
Benchmark: Dow Jones U.S. Dividend 100 Index
High Free Cash Flow + Financial Resilience
U.S. Market Quality
The Market Quality strategy targets large and mid cap companies with high free cash flow and disciplined capital management.
Benchmark: Pacer US Cash Cows 100 Index
Concentration + Conviction in Emerging Leaders
U.S. Mid Cap
The Mid Cap strategy offers a portfolio of mid-sized companies ranging between $4B and $25B in market capitalization.
Benchmark: S&P MidCap 400 Index
Diverse Exposure to Lone Star Leaders
Texas
The Texas strategy offers a portfolio of stocks with a nexus to Texas via domicile, historical connection, revenues or operations within the state.
Benchmark: S&P MidCap 400 Index
Energy Exposure + Limited Volatility + High Income
Enfra Income
The Enfra Income strategy invests predominantly in energy midstream with select investments in large cap energy and power opportunities.
Benchmark: Alerian Midstream Energy Select Index
Custom strategy design capabilities available for advisors and allocators.
Resources
Download Materials
Access our strategy materials and firm documentation. Contact us for additional resources.
Cap Six Firm Overview
Learn more about our firm, team, and investment philosophy
Cap Six Strategy Lineup
Complete overview of all Cap Six U.S. equity strategies
Need additional materials? Contact us to request specific documentation.
Find the Right Strategy
Let's discuss which Cap Six strategy aligns best with your investment objectives.