INVESTMENT
STRATEGIES
Value Opportunity
Value Opportunity is a value-oriented investment strategy which seeks to achieve long-term capital appreciation by investing in undervalued equity securities. The strategy uses a company’s relative market capitalization to revenues to ascertain a historical framework for investment. The research process attempts to discover stock prices lower than companies’ terminal net worth.
Composite Total Returns as of 3/31/2021
Disclosures
Performance for periods greater than one year is annualized and include the reinvestment of dividends and income. Past performance is not indicative of future results. Index data source: Informa Investment Solutions.
10 Largest Holdings as of 3/31/2021
Sector Weightings as of 3/31/2021
Disclosures
Reader should not assume that investments in the securities identified were or will be profitable.
Percent of total equity holdings. Due to rounding, figures shown may or may not sum exactly to 100%
Fundamental Characteristics as of 3/31/2021
Disclosures
VO = SKBA's Value Opportunity / MLV = Morningstar US Large Value
Characteristic data is calculated by Factset and aggregate price ratios are calculated using weighted harmonic averages
The Fundamental Characteristics, 10 Largest Holdings and Sector Weightings are included as supplemental information to the Value Opportunity (VO) Composite and complements the GIPS Composite Report, which can be found in the link above for the strategy Factsheet or obtained upon request.


















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Last updated: June 03, 2015
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