Value Equity
Table of Contents
Investment Objective
Long-term Russell 1000® Value Index outperformance
Investment Approach
Actively managed, multi-factor strategy based on fundamental insights designed to capture the payoff to deep-value companies.
Key Features
- US large-cap, deep-value focus
- Live track record since 1989
- Dynamic factor weighting positions portfolio for payoff to value in different market conditions
- Unwavering focus on value diminishes style drift
- Numerous active positions limit concentration risk
- Highly experienced team provides portfolio oversight and makes continual model enhancements
Meet the Portfolio Managers
Stephen Courtney Stephen Courtney
Portfolio Manager
Mitchell Stern Mitchell Stern
Portfolio Manager
There can be no guarantee that this objective will be achieved.