The All Cap Value strategy trailed the benchmark during the quarter, returning 0.28% gross of fees (0.16% net of fees), while the Russell 3000 Value index gained 0.91%. The strategy has outperformed by 141 basis points over the prior one-year period, returning -4.94% gross of fees (-5.42% net of fees), while the Russell 3000 Value declined -6.35%.Learn More
Aims to provide long-term capital appreciation through a concentrated portfolio of value equity securities across all market capitalizations.
Why This Strategy?
CIO and Portfolio Manager Jack Murphy has been a contrarian value investor for over 30 years and is supported by a four-person investment team.
A concentrated, conviction-weighted portfolio consisting of 30 to 40 of our best value investment ideas across all market capitalizations.
Invest in companies at attractive valuations where the team identifies events or “catalysts” that can shift market sentiment.
Contrarian, fundamental investment process utilizes predictive research to identify catalysts that will drive future valuation.
ESG is integrated into our investment and risk management processes, often including a high level of proactive engagement with companies and industry organizations.