Both of our actively managed value platforms (Traditional and Fundamental) rely on time-tested and research backed philosophies and processes. Although unique to each team, you will find similar value-based criteria and themes within each platform.
Traditional Value Strategies
Attractive stocks possess an elusive combination of three essential criteria: statistical cheapness, mispricing between stocks within industries, and timeliness. Our process is dedicated to identifying stocks that meet these criteria.
Behavioral biases within participants of the market lead to deviations of stock prices from their fair value. These discrepancies create opportunities for active managers who understand behavioral finance to add value over time by employing a disciplined process.