Each of our strategies follows essentially the same classic value investment approach. We offer multiple services within each region; the central differences lie in the market capitalization considered for investment and the level of portfolio concentration.
STRATEGY INCEPTION DATE
|Global Focused Value||40-60||2000 of the World's Largest Companies
|Global Expanded Value||60-95||2000 of the World's Largest Companies
|Large Cap Focused Value||30-40||500 Largest U.S. Companies||10/2000|
|Large Cap Expanded Value||50-80||500 Largest U.S. Companies||7/2012|
|International (ex-U.S.) Focused Value||30-50||1500 Largest Non-U.S. Companies||1/2004|
|International (ex-U.S.) Expanded Value||60-80||1500 Largest Non-U.S. Companies||11/2008|
|Focused Value||30-40||1000 Largest U.S. Companies||1/1996|
|Mid Cap Focused Value||30-40||1000 U.S. Company Universe
(Ranked 201 - 1200)
|Emerging Markets Focused Value||40-80||1500 Largest Emerging Markets Companies||1/2008|
|European Focused Value||40-60||750 Largest European Companies||8/2008|
|Small Cap Focused Value||40-50||2000 U.S. Company Universe
(Ranked 1001 - 3000)
*While our investment process includes ongoing review of the companies in the listed universes, our ultimate investment decisions may include companies outside of these ranges at the time of purchase.