Why choose this strategy?
- As a core large-cap value holding
- To complement an index or passive equity strategy
Investment strategy
- Invests primarily in mid- and large-cap companies based in the US.
- Maintains a focused portfolio of approximately 50-60 stocks.
- Managers use a holistic definition of value to help identify opportunities other value managers might miss.
- Managers focus on stocks of companies that they believe are trading at a significant discount to intrinsic value, that are expected to grow in shareholder value over time and that feature shareholder-oriented management.
- Managers maintain a 3-5 year timeframe to allow enough time for their convictions to play out.
