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Focused Value

Our Focused Value Strategy provides exposure to the mid and large capitalization segment of the value equity market through a fundamental, contrarian, bottom-up investment process.


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

Why This Strategy?


Led by the Snow investment team who have an average of over 19 years’ experience in the value equity space.


The concentrated portfolio of 18 to 24 stocks represents the team’s highest conviction ideas. Consists of our best large and mid-cap value investment ideas.


Investment philosophy that 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

December 31, 2008
Easterly Investment Partners (EIP)
U.S. Large Cap Value
Russell 1000 Value Index
Separate Account

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Latest Focused Value Perspectives

Q3 2022 Focused Value Commentary

The pessimism of 2022 continued into the third quarter, as the majority of major indexes again posted negative results for the quarter. War in Europe, runaway inflation, rising interest rates and expectations of a collapse in corporate profits weighed on capital asset prices.

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Q2 2022 Focused 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, and strong consumer demand led to a 38% increase in oil since the start of the year.

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