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  1. Strategies

Large Cap Value Equity

Large Cap Value Equity

We look for broken stocks not broken companies. Our value philosophy preaches that true value is defined by companies that trade at a discount to what their fundamentals merit. Identifying sound companies out of favor with investors due to temporary conditions has historically proven to be a very successful strategy as their true value is ultimately recognized in the marketplace.

  • This product is designed to give our clients exposure to companies which are undervalued versus their peers but have demonstrated the ability to produce better than market returns.
  • The goal of the product is to outperform the Russell 1000 Value Index over a market cycle.
  • Quality and liquidity are highly emphasized.
  • A rigorous risk management process is applied during construction of the portfolio.
  • The portfolio is fully invested at all times.

Performance, Supplemental Information and Disclosures

Our Systematic Process

Large Cap Value Equity