L2 US Large Cap Value Strategy – Q4 2024
Table of contents
When
April 29, 2025
Who
Matthew Malgari
Dr. Sanjeev Bhojraj
Nathan Przybylo
Composite Performance
All data as of 12/31/2024
Characteristics
Growth of $1m
Return Statistics
Top Long Positions (% of Net Assets)
Cumulative Performance Since Inception
Risk Measurements
Additional Information
Us Large Cap Value Strategy
Summary Information
The Strategy is managed by Matthew Malgari and Sanjeev Bhojraj, PhD of L2 Asset Management, LLC (“L2”), who are coportfolio managers with investment discretion. The Strategy is managed in a manner substantially similar to that of the Baird LargeCap Fund1 as regards investment objective, principal and non-principal strategies, investment processes, and investment limitations and restrictions as stated in that fund’s most recent prospectus and statement of additional information.
