All Cap Value
Our All Cap Value Strategy provides exposure across the value equity market capitalization spectrum through a fundamental, contrarian, bottom-up investment process.
Objective
Aims to provide long-term capital appreciation through a concentrated portfolio of value equity securities across all market capitalizations
Overview
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.
Approach
Focus on Valuation
Utilize fundamental research to identify contrarian, value stocks that meet our investment criteria and minimum return hurdles
Qualifying Characteristics
We invest in companies with strong balance sheets, stable free-cash-flow, and underappreciated long-term fundamentals
Why Easterly All Cap Value?
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.
For questions or inquiries, contact us.
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