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Concentrated Mid Cap Value

Our Concentrated Mid Cap Value strategy provides concentrated exposure to the middle capitalization segment of the value equity market through a fundamental, contrarian, bottom-up investment process.

Objective

Aims to provide long-term capital appreciation through a concentrated portfolio of mid capitalization value equity securities.

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 mid-cap value investment ideas.

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

July 24, 2013
Easterly Investment Partners (EIP)
U.S. Mid Cap Value
Russell Midcap Value Index
Equity
Separate Account

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Portfolio Manager

Jack Murphy headshot

Jack Murphy

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Get in Touch

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

Get in Touch

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