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LARGE CAP VALUE
Distinguishing Strengths
Consistency of style and approach
Organizational strength based on experience, depth and responsiveness
Entrepreneurially driven: 100% employee owned
Disciplined, risk-controlled investment approach, driven by fundamental research
Keen understanding of client service and client needs
Uptrending performance based on stock selection
How We Invest
A Value Philosophy...
Successful investing in under-valued companies requires
supporting statistical attractiveness with a thorough assessment of the QUALITY
of the underlying business.
Rigorously & Consistently Implemented...
Relative Value philosophy consistently drives all aspects of our process
Disciplined fundamental research platform
ensures consistency of research without stifling creativity
of investment professionals
Process accountability ensures integrity, thoroughness and consistency
Implementation continually scrutinized for ongoing
efficacy in evolving markets
With Specific Investment Objectives
Consistent short-term returns in top third of peer group
Out-performance of Value Index
Lower risk levels than Value Index
Our Investment Process
Benefits of Our Quality-Oriented Process
Return Potential
Investing in under-valued quality companies avoids “value traps,” producing:
- High return per unit of risk taken
- Up-market capture potential
Risk Control
Fundamental risk controlled at company level; volatility controlled at portfolio level, resulting in:
- Reduced down-market capture
- Lower volatility than broad market and value indices
Style Consistency
Disciplined process eliminates style drift
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