The strategy focuses on securities that are not widely followed by industry analysts, giving us a greater opportunity to seek out undervalued companies utilizing our internal in-depth research. The extensive experience of our investment team, both in absolute terms and in years working together, brings value to the qualitative component of the decision-making process.
Seeks to outperform the Russell Midcap® Value Index over a full market cycle.
We seek quality 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 (P/E,P/B) 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.