The Global Value strategy seeks long-term capital appreciation by investing in both U.S. and non-U.S. equities across all market capitalizations that the investment team believes are profitable, asset rich, conservatively capitalized and maintain high-quality balance sheets. The portfolio is broadly diversified geographically across 90-125 holdings.
As fundamental investors with a long-term perspective, we seek undervalued companies with financial strength and durable business models. Our bottom-up security selection process allows us to thoroughly assess company-specific risk and long-term upside potential.
|Target Market:||U.S. and Non-U.S. markets across all market capitalizations|
|Inception Date:||January 1, 2009|
|Investment Vehicles:||Separately Managed Account