Value Opportunity

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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 Inception

July 1, 1996

Holdings

40 to 60

Attributes

Active Management

Vehicles

Separate Account