Glenmede Strategic Equity Portfolio
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- Glenmede Strategic Equity Portfolio (GTCEX) is a mutual fund that seeks maximum long-term total return consistent with reasonable risk to principal by investing at least 80% of its net assets in equity securities, such as common stocks, preferred stocks, and securities convertible into common and preferred stocks, primarily of U.S. companies; it may also invest in foreign securities directly or through American Depositary Receipts listed on the New York Stock Exchange. The fund employs a fundamental, research-driven approach combining proprietary multi-factor computer models—ranking securities on valuation ratios, profitability, and earnings growth potential—with fundamental analysis of business models, revenue, earnings, and cash flow growth rates, while considering material environmental, social, and governance criteria; it emphasizes tax efficiency through low-dividend-yield stocks, companies with above-average earnings predictability and stability, long holding periods, and tax-loss harvesting to offset capital gains. Advisor share class expenses total 0.86%, with a portfolio turnover rate of 14%; as of June 30, 2025, assets under management stood at $153.8 million, with top holdings including Microsoft Corporation (6.25%), Alphabet Inc. Class C (6.04%), and Amphenol Corporation Class A (5.12%), diversified across 40 holdings in sectors led by information technology (28.13%), financials (17.28%), and health care (12.51%). Managed by Glenmede Investment Management LP since inception, with portfolio managers John R. Kichula, CFA (since February 2015), and Mark Livingston, CFA (since February 2016), the fund benchmarks against the S&P 500 Index and operates within the Morningstar Large Blend category. Launched on July 20, 1989, it is part of The Glenmede Fund, Inc., with Glenmede Investment Management LP—an independently owned asset management boutique and subsidiary of The Glenmede Trust Company, N.A., founded in 1956 and headquartered at 1650 Market Street, Suite 4000, Philadelphia, Pennsylvania—serving as investment adviser. The fund targets institutional investors, advisors, consultants, high-net-worth individuals, families, endowments, foundations, and other institutional clients, with operations focused on U.S. equity markets and limited foreign exposure via ADRs. In recent developments, Glenmede Investment Management LP disclosed significant portfolio adjustments in its Q3 2025 13F filing as of November 13, 2025, including substantial increases in holdings of Marvell Technology Inc. (MRVL) by 432,764 shares and IDEX Corporation (IEX) by 46,591 shares, alongside reductions in Mitutoyo Lab (MLAB) by 139,498 shares and Virtu Financial Inc. (VIRT) by 374,101 shares, reflecting active rebalancing amid market conditions. The firm launched the Glenmede Energy Resilience Strategy, a new actively managed high-conviction equity portfolio, in late 2025, expanding its offerings beyond core strategies like Strategic Equity. Earlier, Glenmede established The Glenmede Trust Company of Delaware in 2023 as a separately chartered entity to enhance fiduciary and investment services for multi-jurisdictional families and international clients, complemented by board appointments including Gabrielle Bailey and Susan Mucciarone.