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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.
Style
Large Cap Value
Approach
Bottom-Up Fundamental
Strategy Composite Inception
July 1, 1996
Holdings
40 to 60
Attributes
Active Management
Vehicles
Separate Account
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