STRATEGY OVERVIEW
What Is It?
- Moderately diversified with 40-60 true value stocks.
- Seeks to purchase stocks trading at a discount to typical valuation, while also having compelling combination of growth prospects and/or high-quality balance sheets.
- Modest tilt towards momentum.
Why Now?
- Stock market leadership tends to rotate over longer periods of time and value has underperformed growth during the most recent time period.
- Stocks might not be valued appropriately by investors without a dedicated process.
- Companies that are undervalued may provide attractive upside potential.
Who Should Invest in Value
- Investors who believe in a buy low, sell high approach.
- Those who want to balance a growth-heavy portfolio.
- Investors looking for a dividend yield in a diversified all-cap portfolio.
Who Shouldn't Invest in Value
- Those looking to maximize their retirement savings.
- Investors looking to maximize wealth for the next generation.
- Those looking for broad exposure to growth-oriented companies.