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Focused Value

Our Focused Value Strategy provides exposure to the mid and large 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 value equity securities.

Why This Strategy?

People

Led by the Snow investment team who have an average of over 19 years’ experience in the value equity space.

Portfolio

The concentrated portfolio of 18 to 24 stocks represents the team’s highest conviction ideas. Consists of our best large and mid-cap value investment ideas.

Philosophy

Investment philosophy that is consistent with modern behavioral finance research and aims to take advantage of investor overreactions to negative surprises.

Process

Fundamental research process focuses on identifying out-of-favor stocks that are in sound financial condition and should experience an upward rerating in their P/E ratio with a positive shift in investor sentiment.

Strategy Facts

December 31, 2008
Easterly Investment Partners (EIP)
U.S. Large Cap Value
Russell 1000 Value Index
Equity
Separate Account

Latest Focused Value

Q1 2023 Focused Value Commentary

The Snow Focused Value strategy outperformed the benchmark by 10 basis points during the quarter, returning 1.11% gross of fees (0.88% net of fees), while the Russell 1000 Value index gained 1.01%. The strategy has now outperformed the benchmark by 542 basis points over the prior one-year period, returning -0.50% gross of fees (-1.43% net of fees), while the Russell 1000 Value declined -5.91%.

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Get in Touch

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

For media inquiries, please contact press@easterlyam.com.

Get in Touch

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

For media inquiries, please contact press@easterlyfunds.com.