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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.


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

Why This Strategy?


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.


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.


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


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

April 1, 1998
Easterly Investment Partners (EIP)
U.S. All Cap Value
Russell 3000 Value Index
Separate Account

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Portfolio Managers

Richard Snow headshot

Richard Snow

Joshua Schachter headshot

Joshua Schachter, CFA

Latest All Cap Value

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