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.

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Style

Large Cap Value

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Approach

Bottom-Up Fundamental

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Strategy Composite Inception

July 1, 1996

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Holdings

40 to 60

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Attributes

Active Management

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