The flagship Large Cap Value strategy is a concentrated, fundamentally researched, and value-focused portfolio of 40-50 ‘best ideas’.
Seeks to outperform the Russell 1000® Value Index over a full market cycle.
As a pure value manager, we search for good companies that are temporarily undervalued for reasons we can identify, understand, and believe will improve over time. In our valuation framework, we strive to construct portfolios that trade at levels below the market across multiple metrics including (P/E, P/B, EV/EBITDA) while simultaneously delivering an above-market dividend yield.
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.