FPGQJX Contrarian Large-Cap Value Portfolio


The Trust seeks above-average capital appreciation. There can be no assurance that the objective of the Trust will be achieved.

Strategy Description

Under normal circumstances, the Trust will invest at least 80% of its assets in large-cap companies.

The Trust is a unit investment trust that applies a consistent and repeatable investment selection process using bottom-up, fundamental research with the goal of preserving capital and generating profits consistently through various market environments. The approach focuses on identifying high quality primarily U.S. companies that Levin Capital Strategies (“LCS”) believes are currently undervalued and have above average growth potential versus the underlying risk. LCS typically looks for companies with overly discounted valuations on both an absolute and relative basis, and a catalyst, which they believe has the potential to drive share price appreciation.

LCS seeks to outperform the broad market through the implementation of their value-oriented approach that is rooted in rigorous bottom-up research with an emphasis on downside protection. The process seeks to identify undervalued companies, for which LCS believes the market consensus has not yet recognized potential value drivers.

Summary Data

Label Value
Series Series 4
Asset Class
Investment Strategy/Goal
Investment Type/Style