Global Value Equity

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Six Reason Investors Should Consider U.S. Value Stocks

Uncovering Out-of-Favor Companies Generates Differentiated Results

Our global value equity strategies seek to identify quality yet undervalued companies with the potential to provide alpha. We use bottom-up, fundamental research to identify and invest in companies that we believe are trading below their fair market value.

Compelling Strategies

Compelling Strategies

Our global value equity strategies seek to identify undervalued, quality companies with the potential to provide downside protection, excess returns and uncorrelated alpha. 

Research Process

Research Process

We use fundamental research to identify and invest in companies that we believe are trading below their fair market value while implementing ESG considerations.

Expertise in the Field

Expertise in the Field

Our global value equity discipline began more than 25 years ago in 1993.  The team is currently comprised of 33 investment professionals with 15 years of average industry experience.

Strategies

Global Dividend Value

Investing in high-quality businesses selling at a discount with an opportunity to generate strong downside protection and risk-adjusted returns over time.

Global Real Estate Securities

Invests in REITs and real estate securities using a combination of top-down analysis and bottom-up security selection.

Non-U.S. Intrinsic Value

An absolute, intrinsic value strategy that adheres to the principle of margin of safety in constructing a benchmark agnostic portfolio of approximately 40 to 60 securities.

U.S. Focused Large Cap Value

Invests in large-cap, high-quality companies temporarily selling at a discount through a consistent risk and return approach.

U.S. Mid Cap Value

A low volatility strategy that seeks to invest in higher-quality, mid cap companies selling at a discount to fair value.

U.S. Real Estate Securities

Employing both top-down and bottom-up components, this strategy is comprised of equity securities issued by real estate investment trusts (REITs) and companies engaged in the real estate industry.

U.S. Small Cap Income

Seeks to invest in small-cap, income-producing companies with dividend growth potential that are temporarily selling at a discount.

U.S. Small Cap Value

A bottom-up, fundamental strategy that seeks to invest in leading businesses selling at a discount to fair value.

U.S. Value

A low volatility strategy that aims to invest in higher-quality companies selling at a discount to fair value.

U.S. Value Yield

A bottom-up, low volatility strategy that combines a focus on higher-quality and dividend-paying companies and a strategic use of convertibles seeking to reduce volatility.

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