All Cap Value
The All Cap Value strategy seeks long-term capital appreciation by investing in equity securities across all market capitalizations that we believe are profitable, asset rich, conservatively capitalized and maintain high-quality balance sheets. The portfolio is diversified with up to 60 holdings. Portfolio turnover generally ranges between 30-40% annually.
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.
|Market Cap Range:||Generally within the range of the Russell 3000 Value Index at the time of purchase|
|Inception Date:||July 1, 2002|
|Investment Vehicles:||Separately Managed Account