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 seek to invest in stocks of good companies with a unique combination of cheapness, change and asymmetric return profiles. The strategy consists of our highest conviction ideas resulting in a distinct, concentrated portfolio designed to deliver a high active share versus the benchmark.
Top 10 Holdings
* 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
Sources for data noted above are from APX and FactSet as of the date specified. Material presented is based on the composite and not an individual account.
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