Investment Objective*

Long-term Russell 1000^® Value Index outperformance

 

Investment Approach

Actively managed, multi-factor strategy based on fundamental insights designed to capture the payoff to deep-value companies.

 

Key Features

• US large-cap, deep-value focus
• Live track record since 1989
• Dynamic factor weighting positions portfolio for payoff to value in different market conditions
• Unwavering focus on value diminishes style drift
• Numerous active positions limit concentration risk
• Highly experienced team provides portfolio oversight and makes continual model enhancements