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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. The portfolio consists of 35-40 of our best investment ideas across all market caps.

Objective

Aims to provide long-term capital appreciation through a concentrated portfolio of value equity securities across all market capitalizations.

Why This Strategy?

People

Co-Portfolio Managers Richard Snow and Josh Schachter have an average of 30 years of value equity experience and are supported by a seven-person investment team.

Portfolio

The portfolio consists of stocks across the market capitalization spectrum, as any stock meeting our investment criteria with a market cap greater than $1B may be included.

Philosophy

Investment philosophy is consistent with modern behavioral finance research and aims to take advantage of investor overreactions to negative surprises.

Process

Fundamental research process focuses on identifying out-of-favor stocks that are in sound financial condition and should experience an upward rerating in their P/E ratio with a positive shift in investor sentiment.

Strategy Facts

January 1, 1992
Easterly Investment Partners (EIP)
U.S. All Cap Value
Russell 3000 Value Index
Equity
Separate Account

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Portfolio Managers

Richard Snow headshot

Richard Snow

Joshua Schachter headshot

Joshua Schachter, CFA

Latest All Cap Value Perspectives

Q2 2022 All Cap Value Commentary

Inflation and risk of a recession weighed on the market with most indexes posting negative results for the quarter. Consumers continued to grapple with high gasoline prices as oil surged to over $100 per barrel. Russia’s invasion of Ukraine, stretched refining capability,

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Q1 2022 All Cap Value Commentary

While our benchmark lost value during the first quarter of 2022, the All Cap Value portfolio returned positive results. A large portion of our positive returns were fueled by holdings in the Energy sector coupled with positions in the Aerospace & Defense Industry.

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For questions or inquiries, please feel free to contact us by completing the form below.