Investment Approach

• Employ a conservative, value-oriented investment approach and typically invest in high quality, dividend-paying companies with strong brands, franchises, or assets we think are undervalued.
• To identify these companies, we let valuation be our guide and utilize a variety of different metrics and proprietary screens to assess valuation appeal.
• Leverage our global research platform to assist in uncovering companies with strong reward-to-risk characteristics.
• Maintain a long-term orientation to allow for full exploitation of valuation anomalies.
• Construct a diversified portfolio to help manager our risk profile.