Strategy Highlights
Experienced Investment Team
The team leverages a disciplined and evergreen process to identify, own, and monetize alpha generating investments across all market capitalizations with the ability to combine fundamental research and quantitative analysis to manage both opportunity and risk.
High Conviction
A high conviction, value-oriented strategy with the flexibility to find opportunity in undervalued stocks through a bottom-up, research-driven and risk aware process.
Disciplined Approach
Emphasizing security selection through a consistent and repeatable process focused on companies with high normalized free-cash flow yields, attractive quality characteristics and stable-to-improving business trends.
Portfolio Highlights
- Seeks to identify undervalued mid-capitalization stocks through a bottom-up, research-driven, and risk-aware process that focuses on companies with high normalized, free cash-flow yields, attractive quality characteristics, and stable-to-improving business trends.
Vehicles Offered
Separate Account
Portfolio managed directly on behalf of an institutional client.
Mutual Fund
Pooled investment vehicle available to individual and institutional investors.
Variable Insurance Portfolio
Pooled investment vehicle available only to separate accounts of certain insurance companies.
The Investment Team
By The Numbers
Investment Professionals
32
Years Avg. Industry Experience
21
Years of industry experience as of 01/01/2025.
