Value Appreciation

This managed equity strategy seeks long-term capital appreciation by investing in a diversified selection of primarily US equities that are timely for 3-5 year investment horizon.  Appreciation may be due to participation in global growth trends; new and emerging markets, or new products and technologies.

We generally prefer companies with favorable valuations and metrics in comparison to peers and/or historical averages, a focus on shareholder returns and look for unrecognized or under appreciated change in the industry.

The value-style portfolio considers both sectors and individual companies to identify investment opportunities that are based on fundamental analysis.  Stocks are selected based on a top-down industry view as well as a bottom-up individual security research analysis.

Our View: Currently, this strategy is weighted towards industries that are traditionally considered cyclical because we believe the current economic recovery will last longer than consensus.

Contact us for more information.