Why choose this strategy?
- For US-only equity exposure.
- As an actively managed, value-oriented US equity holding.
Investment strategy
- Strict, value-oriented approach that seeks out substantially underpriced companies with strong business fundamentals and proven shareholder-oriented management teams.
- Bottom-up selection process leads to approximately 40 portfolio holdings with a market cap focus of $5 billion or more.
- There are no restrictions on specific sector allocations; however, exposure to a single industry typically doesn’t exceed 25%.
- Position sizes are generally restricted to 7% at the time of the initial purchase.
