Strategies
Seeking Value by Active Management
Our investment objective for these strategies is to seek long-term capital appreciation above historical equity returns over a full market cycle, while minimizing volatility.
We utilize proprietary stock screens to allow for early recognition of undervalued international companies. ROE, Price to Tangible Book, Cash Flow Yield, Enterprise Value to Sales, as well as internal research are all utilized to identify value opportunities. The result are portfolios of 25-45 securities. We are an active manager, and all sector and country allocations are the result of our bottom-up process.
International Concentrated Value
Launched 2025
Open to New Capital
Portfolios consist of approximately 25 non-U.S. companies, with a strong focus on companies based in developed markets. Positions are selected using an active, bottom-up approach from a global universe of 8,500 stocks in 56 markets.
