A conviction weighted portfolio consisting of our best 50-70 small and mid-cap value investment ideas, benchmarked against the Russell 2500 Value Index. The strategy is managed by Senior Portfolio Manager Josh Schachter, CFA and Portfolio Manager Phil Greenblatt, CFA.
Thorough reviews are conducted on each company to ensure they are in line with our investment thesis and upside target potential return
We invest in companies with low financial risk and pay attention to diversification by being conscious of sector and industry exposures
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.