The strategy is managed by a team with deep experience investing through multiple market cycles. Its consistent, repeatable process identifies companies across the market cap spectrum to exploit inefficiencies resulting in a differentiated, ESG-centric portfolio.
Seeks to outperform the MSCI AC World Value Index over a full market cycle.
We believe markets are inefficient, and that these inefficiencies can best be exploited through adherence to a valuation centric investment process dedicated to the selection of securities on a bottom-up basis. The team focuses primarily on fundamental securities analysis, valuation, and prospects for a return to fair valuation.
* 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: 1/1/17
Top 10 Holdings