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A U.S. equity group utilizing a team approach to managing value-oriented
portfolios
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Managers of approximately $4.7 billion in U.S. equity portfolios for clients in the United
States, United Kingdom, and Asia |
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Managers of large, mid and small capitalization value approaches
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A team that includes five senior fund manager/analysts (averaging over 19 years
of industry experience), two equity traders and one client
services professional
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A team of professionals committed to responsive and excellent client service |
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Investment philosophy based on the belief that value investing can provide
superior, risk-adjusted returns over time |
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Investment approach that focuses on identifying individual stocks that appear
under-priced relative to their true intrinsic values, determining the reasons
for their undervaluation, and assessing the potential for a return to fair
valuation
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Investment approach based on a long-term investment perspective and fundamental
research |
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Team-driven approach to stock selection and portfolio management |