Equity

Essential Value Equity Team

The team seeks long-term outperformance of the Russell 2000 Value Index by applying a rigorous, bottom-up, fundamentals-driven approach to evaluating small public companies in search of stock prices that do not accurately reflect intrinsic value.

Investment approach

The three essential core alpha drivers are value, quality partner, and contrarian.

Leaving no stone unturned to locate value.

The team practices disciplined adherence to bottom-up fundamental analysis to identify companies whose stock prices do not reflect their true value.

Seeking temporarily discounted, quality companies to drive alpha.

The team buys quality companies that are undervalued due to nonpermanent conditions.

Taking a contrarian approach to uncover underfollowed and unloved small-cap companies.

Investments at purchase exhibit one or more of the following N-O-T-E characteristics: neglected, oversold, thematic, and earnings turnaround.

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Collaboration, not consensus

This stable, seasoned team encourages skepticism and limits group think and input from Wall Street to build a differentiated, alpha-driving portfolio.

Unique approach to stock selection

This team is bottom-up, fundamentals-driven, and true small-cap-value focused. At purchase, companies belong to one or more of four categories: N-O-T-E.

Robust risk control implementation

Risk management is viewed as not just a sequential step, but a vital, all-encompassing aspect of the investment process.

We look forward to helping you with your investment needs

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