Strategy
Investment Approach
- Focus on relative value relationships to opportunistically identify attractively valued companies.
- Fundamental research is key to uncovering companies with potential for stock price mean reversion
- Integrate qualitative inputs to assess potential for improved investor perception.
- Verify relative valuation anomalies through quantitative analysis.
- Balance valuation analysis and qualitative overlay.
Past performance is not a reliable indicator of future performance.
Risks
Typical Investor
For investors with a long-term horizon seeking a value-oriented equity investment that provides potential for capital growth.