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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.


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

Why This Strategy?


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.


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%.


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

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

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Portfolio Managers

Jessica Bemer

Jessica Bemer, CFA

Anne Wickland

Anne Wickland, CFA

Latest Large Cap Value Perspectives

Q2 2022 Large 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, 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.