U.S. Concentrated Value Equity Strategy

Why Choose This Strategy?

• For a more focused approach to US equity exposure.
• As an actively managed, value-oriented, concentrated US equity holding.

Investment Strategy

• Strict, value-oriented approach that seeks out substantially underpriced companies with strong business fundamentals and proven shareholder-oriented management teams.
• Bottom-up selection process leads to approximately 20 portfolio holdings with market capitalizations of $1 billion or more at time of purchase.
• There are no specific sector targets, as allocations are determined entirely through the stock selection process.
• However, exposure to a single industry typically does not exceed 25%.
• Position sizes are generally restricted to 10% at the time of initial purchase.