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.
Portfolio
A 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.
