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.
REGION |
UNIVERSE* |
MARKET CAP RANGE |
|---|---|---|
| U.S. | Largest 3000 | $230M - $400B |
| International (ex-U.S.) | Largest 1500 | $2.3B - $260B |
| Emerging Markets | Largest 1500 | $1.0B - $260B |
| Europe | Largest 1500 | $1.7B - $230B |
*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.