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Large Cap Value

Our Large Cap Value strategy provides exposure to the large-capitalization segment of the value equity market through a fundamental, contrarian, bottom-up investment process.

Objective

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

Why This Strategy?

People

Co-Portfolio Managers Jessica Bemer and Anne Wickland average of over 23 years of value investing experience and are supported by a seven-person investment team.

Portfolio

The conviction-weighted portfolio consists of 30 to 50 of our best large-cap value investment ideas. The portfolio is benchmark aware and active sector weights are limited to +/- 10%.

Philosophy

Investment philosophy that 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

July 1, 2005
Easterly Investment Partners (EIP)
U.S. Large Cap Value
Russell 1000 Value Index
Equity
Separate Account

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info@easterlyam.com

Portfolio Managers

Jessica Bemer

Jessica Bemer, CFA

Anne Wickland

Anne Wickland, CFA

Latest Large Cap Value

Q4 2022 Large Cap Value Commentary

The Snow Large Cap Value strategy outperformed the benchmark by 29 basis points during the quarter, returning 12.71% gross of fees (12.58% net of fees), while the Russell 1000 Value index gained 12.42%. For the year, the strategy returned -4.89% gross of fees (-5.31% net of fees), again outperforming the Russell 1000 Value, which declined -7.54%.

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Q1 2023 Concentrated Large Cap Value Commentary

The Large Cap Value strategy trailed the benchmark by 14 basis points during the quarter, returning 0.87% gross of fees (0.76% net of fees), while the Russell 1000 Value index gained 1.01%. The strategy has now outperformed the benchmark by 374 basis points over the prior one-year period, returning -2.17% gross of fees (-2.60% net of fees), while the Russell 1000 Value declined -5.91%.

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