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Concentrated All Cap Value

Our Concentrated All Cap Value Strategy provides concentrated exposure across the value equity market capitalization spectrum through a fundamental, contrarian, bottom-up investment process.

Objective

Aims to provide long-term capital appreciation through a concentrated portfolio of value equity securities across all market capitalizations.

Why This Strategy?

People

CIO and Portfolio Manager Jack Murphy has been a contrarian value investor for over 30 years and is supported by a four-person investment team.

Portfolio

A concentrated, conviction-weighted portfolio consisting of 30 to 40 of our best value investment ideas across all market capitalizations.

Philosophy

Invest in companies at attractive valuations where the team identifies events or “catalysts” that can shift market sentiment.

Process

Contrarian, fundamental investment process utilizes predictive research to identify catalysts that will drive future valuation.

ESG

ESG is integrated into our investment and risk management processes, often including a high level of proactive engagement with companies and industry organizations.

Strategy Facts

December 20, 2011
Easterly Investment Partners (EIP)
U.S. All Cap Value
Russell 3000 Value Index
Equity
Separate Account, UCITS

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Portfolio Manager

Jack Murphy headshot

Jack Murphy

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For questions or inquiries, please feel free to contact us by completing the form below.