Overview
- A deep understanding of a business gives us an informed view of a company’s intrinsic value – the value derived from the earnings and cash-flow a business generates
- A long-term investment horizon allows us to capitalize on “time horizon arbitrage” opportunities that can be created by the short-term orientation of market participants
- We believe utilizing a well-vetted and disciplined process to manage risk, in both security selection and portfolio construction, is critical to adding value and enhancing the probability of achieving consistent and repeatable results
Characteristics & Performance
| Composite Inception | 5/31/2000 |
| Strategy AUM | $3.0 Billion as of 3/31/25 |
| Benchmark | Russell 1000® Value Index |
| Holdings Range | Typically 60 – 80 |
| Max. Position Size | Typically less than 5% |
| Turnover | 20 - 25% under normal market conditions |
| Active Share | Approximately 70 - 80% |
| Cash | Typically less than 5% |
Performance results are calculated in US dollars and reflect reinvestment of dividends and other earnings. Periods greater than one year are annualized. Please refer to the GIPS presentation, which includes fee information and criteria for composite performance creation.
Available Vehicles
Investment Team
- Portfolio Managers
- Research Analysts
- Client Portfolio Managers
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