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Core Value Equity
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 - Portfolio Construction
INVESTMENT PROCESS: Quantitative Our proprietary computer models compile fundamental and technical data on hundreds of securities to guide our research. PPORTFOLIO 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 Investment Team:
Bart McMurryRobert 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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