A concentrated, conviction weighted portfolio consisting of our best 30-40 large cap value investment ideas, benchmarked against the Russell 1000 Value index. The strategy is managed by Co-CIO Jack Murphy who has over 31 years of experience.
Leverage the team’s experience to conduct predictive, fundamental research on companies
What do we understand that the market does not? Do we possess an analytic or informational advantage?
People: An experienced and dedicated investment team
Process: Opportunistic, disciplined and time-tested
Philosophy: Contrarian, Value, Catalyst
For more information on this strategy, pleasecontact us.