The Concentrated U.S. Opportunities Equity strategy is a focused, valuation-centric portfolio consisting of the team’s 20 ‘best ideas’.
Seeks to outperform the Russell 1000® Value Index over a full market cycle.
As an active value manager, we search for good companies that are temporarily undervalued for reasons we can identify, understand, and believe will improve over time. The strategy consists of our highest conviction ideas resulting in a distinct, concentrated portfolio designed to deliver a high active share versus the benchmark.
* Most recent quarter returns are not annualized. Past performance does not guarantee future results and there is no assurance that the Strategy will achieve its investment objective.
** Inception Date: 9/1/2019