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Strategy Overview 

The strategy seeks long-term capital growth by investing primarily in equity securities of companies located anywhere in the world, including emerging markets.  The team’s investment approach focuses on identifying stocks trading at a significant discount to their longer-term business value based on our estimates of future normalized earnings and cash flow generation.

Key Features

Long-term Perspective

This investment team maintains long-term focus which gives them a framework to take advantage of price volatility to reveal potential long-term investment opportunities. Patience allows for potential long-term value recognition. 

Value Oriented Discipline 

Utilizes a flexible approach applied within a disciplined framework and seeks to identify companies trading at large discounts to their business value. 

Bottom-up Research

 The investment team identifies value through rigorous fundamental analysis of a company's business to determine what they consider its economic worth based on projected future earnings, cash flow, or asset value potential. 

Contact us to learn about our investment capabilities