VALUE EQUITY
Our Value Equity product is designed to identify high quality, attractively valued companies that have a market capitalization generally greater than $2 billion. Through our fundamental, bottom up investment process, we seek to identify those stocks that:
- Trade at attractive valuation multiples
- Have solid underlying business fundamentals
- Can be purchased at a meaningful discount to their intrinsic value
The Investment Team completes a thorough review of every investment candidate by reviewing the company's financial statements, analyzing the company's business strategy and industry competitiveness, assessing senior management, and reviewing available Wall Street research.
Portfolio construction is bottom-up. Portfolios typically hold between 30 and 50 positions. A stock is sold when: 1) there is a change to our investment thesis; 2) when the security is considered to be fully valued; or 3) a more attractive investment is identified.
Our Value Equity product is managed by a dedicated team of portfolio managers and analysts.