Jerome Heppelmann manages both the Old Mutual Large Cap (“Large Cap Fund”) and
the Old Mutual Focused Fund (“Focused”) with a similar philosophy and process that are
based on a combination of quantitative and qualitative analysis to find the right balance between valuation, near-term dynamics, and long-term growth. But the Large Cap Fund is more diversified - it is designed for investors who may not want the large individual weights of a concentrated fund. |
