Overview

 

Our U.S. Value Equity strategy primarily invests in large-cap companies domiciled in the United States, aiming to generate annualized outperformance over full market cycles relative to the Russell 1000 Value Index1.

 

Like all our equity strategies, we seek companies demonstrating positive fundamental change, with exploitable expectation gaps, at attractive relative valuations. Our value and income strategies also seeks companies with sustainable dividend yields. Combined, our portfolio profiles typically reflect a compelling simultaneous combination of value and growth characteristics relative to a value benchmark.  

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1In a separate account structure, the flexibility of our investment process allows us to manage the strategy to client-specified benchmark and guidelines.