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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.
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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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Vehicles
Separate Account
Performance for periods greater than one year is annualized. Past performance is not indicative of future results. Returns are calculated using a time-weighted return and include the reinvestment of all income. Gross of fee performance is reduced by any transaction costs. Net of fee performance is further reduced by actual management fees. Please refer to the GIPS Composite Report for additional details on the Value Opportunity composite.
^Disclosure:
The performance record for the Value Opportunity composite ended on 5/1/2025; however, the strategy remains open to new investors.