Our Strategies

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.

STRATEGIES

APPROXIMATE HOLDINGS

UNIVERSE*

STRATEGY INCEPTION DATE

Global Focused Value 40-60 2000 of the World's Largest Companies
(500 Largest U.S., 1500 Largest Non-U.S. Companies)
1/2004
Global Expanded Value 60-95 2000 of the World's Largest Companies
(500 Largest U.S., 1500 Largest Non-U.S. Companies)
1/2010
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)
9/1998
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)
1/1996

*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.