An equally-weighted portfolio consisting of our 35-40 best investment ideas, benchmarked against the Russell 3000 Value Index. The strategy is managed by Co-CIO Richard Snow and Senior Portfolio Manager Josh Schachter, CFA.
Utilize fundamental research to identify contrarian, value stocks that meet our investment criteria and minimum return hurdles
We invest in companies with strong balance sheets, stable free-cash-flow, and underappreciated long-term fundamentals
People: An experienced and dedicated investment team
Process: Opportunistic, disciplined and time-tested
Philosophy: A contrarian view on investing, incorporating modern behavioral finance research
For more information on this strategy, pleasecontact us.