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Core Value Equity |
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| The
Core Value Equity investment process is driven by our
multi-factor quantitative model. Top-down analysis of the
economy and capital markets identifies and ranks the most
attractive market sectors in which to invest.
We focus our bottom-up research on companies within the most attractive sectors, overweighting them relative to index weightings. Conversely, when relative weakness is identified, we underweight those sectors. Our model ranks both market sectors and individual companies on valuation, relative strength and risk level. The result is a portfolio of large cap, undervalued and financially strong companies whose stock performance is positioned to outperform the broad market. Core
Value Equity INVESTMENT PROCESS: Quantitative
Our proprietary computer
models compile fundamental and technical data on hundreds of
securities to guide our research.
PORTFOLIO
CONSTRUCTION: Diversified
40-50 highly liquid, large
capitalization securities diversified across economic and
market sectors
INVESTMENT
STYLE: Large Cap Value
Portfolios typically
exhibit lower P/E and P/B ratios and a higher dividend yield
than the S&P 500 Index.
RISK
PROFILE: Defensive
Portfolios have
historically provided good downside protection with superior
relative performance during most down-market periods.
PERFORMANCE:
Consistent
Portfolios exhibit
stability of returns over a full market cycle.
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Investment Team:
Bart McMurry Robert Dombrower |
"We combine the dynamic approach of our investment model with some of the oldest rules of good investing such as diversification and risk control. The result is a balance of capital appreciation in bull markets and capital preservation in bear markets." |
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Core Value Equity Security Selection Process  |
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