U.S. Focused Large Cap Value

Summary

TARGET

Tracking Error 3.0% - 6.0% over a standard market cycle
Excess Return 2.0% - 3.0% over a standard market cycle

Documents & Resources

 

Investing in large-cap, high-quality companies temporarily selling at a discount with the goal of providing risk-adjusted returns and downside protection.

  • Focusing on high-quality. The team employs fundamental, bottom-up research seeking to identify 30-50 high-conviction holdings selling below fair value.
  • Seeking performance and low volatility. The portfolio strives to balance performance generation with downside risk management seeking an improved risk/return profile.
  • Repeatable process from a tenured team.  A deeply experienced team with broad and sector-specific industry knowledge employ a consistent, risk-managed process.

Availability

Investment capabilities are available to institutional clients through separate accounts, sub-advised portfolios and commingled vehicles. Please contact us for availability in your region.

Performance

*Annualized

High-quality companies are typically those that exhibit high, stable and sustainable returns on capital, attractive free cash flow generation, low financial leverage, and franchise sustainability.

Sources: Frank Russell Co., FactSet

Portfolio managers are not licensed by the Hong Kong Securities and Futures Commission to perform any regulated function in or from Hong Kong. Furthermore, none of the portfolio managers are located in or operate in or from Hong Kong.

Data reflects past performance. Past performance does not guarantee future results. The value of investments may fluctuate. Data assumes reinvestment of dividends and capital gains.

The Russell 1000® Index is a trademark/service mark of the Frank Russell Company. Russell® is trademark of the Frank Russell Company.