Overview
- Assesses a company’s attractiveness along with the management teams’ ability to execute on their strategy and potentially improve their prior performance.
- Takes a long-term view, seeking to identify and take advantage of disconnects between price and intrinsic value.
- Establishes downside targets and a clear thesis, promoting objectivity and preventing prolonged positions in emotionally volatile stocks.
Characteristics & Performance
| Composite Inception | 5/31/2000 |
| Strategy AUM | $3.2 Billion as of 6/30/25 |
| 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
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Investment Team
- Portfolio Managers
- Research Analysts
- Client Portfolio Managers
*Portfolio manager serves a dual role as both portfolio manager and research analyst.
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