Given the recent profound decline in crude oil prices, the global energy sector and related industrial suppliers are...
U.S. Value Equity
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.
1In a separate account structure, the flexibility of our investment process allows us to manage the strategy to client-specified benchmark and guidelines.
Key points discussed during this quarter's U.S. Equities Market Recap include:
The long-term case for value and growth equity investment strategies are both based on sound fundamental principles. The...