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Classic Large Cap Value

Classic Large Cap Value

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Team Introduction

Fundamental Equity Introduction Video

Key Stats

Strategy Profile
Inception Date
October 1, 2004
Strategy AUM ($M)1
$5,519.0
Price/Earnings2
12.4
Avg. Market Cap. ($B)
150.5

Strategy Overview

The Classic Large Cap Value strategy focuses on companies we believe are substantially undervalued on a price-to-earnings (P/E), price-to-book (P/B), price-to-cash flow (P/CF), or other valuation basis. We seek to generate alpha over a 3-5 year period by buying companies whose stocks are cheaper than the market, generate good free cash flow with management teams who allocate intelligently, and have competitive advantages or “moats” in their lines of business. Additionally, we weight positions on conviction and future risk/reward, not past stock performance.