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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

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Latest Focused Value Perspectives

Q2 2022 Focused Value Commentary

Inflation and risk of a recession weighed on the market with most indexes posting negative results for the quarter. Consumers continued to grapple with high gasoline prices as oil surged to over $100 per barrel. Russia’s invasion of Ukraine, stretched refining capability, and strong consumer demand led to a 38% increase in oil since the start of the year.

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Q1 2022 Focused Value Commentary

While our benchmark lost value during the first quarter of 2022, the Focused Value portfolio returned positive results. A large portion of our positive return was due to our overweight allocation to the Energy sector coupled with strong stock selection in Health Care.

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