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Fundamental Equity

Fundamental Equity

Fundamental Equity

LARGE CAP, SMALL/MID CAP, AND SMALL CAP
Investing in attractively-valued companies that can generate cash flow and earnings power beyond the market’s expectations should deliver positive relative, long-term, risk-adjusted returns

Our investment principles:

  • Diversification through industry and sector exposure as well as type of business model
  • Decision making based on team approach with industry expertise
  • Balance fundamental decision making with objectivity

STRATEGY FACT SHEETS

TOTAL AUM/AUA

$8.2 BILLION

INVESTMENT TEAM

14

As of September 30, 2024

GLOBAL AND INTERNATIONAL VALUE

Our Value-driven process focuses on finding excellent risk/rewards from the ground up in the global and international markets. 

We focus on three main tenets:

  • Utilize Rigorous Stock Selection, with each step of the process designed to avoid losses and capture upside 
  • Balance Risk and Return, diversifying factor exposures in country and sectors
  • Use a nimble and independent approach to focus our universe

STRATEGY FACT SHEETS

Meet Our Team