The strategy seeks long-term capital growth by investing primarily in equity securities of companies located anywhere in the world, including emerging markets. The team’s investment approach focuses on identifying stocks trading at a significant discount to their longer-term business value based on our estimates of future normalized earnings and cash flow generation.
Long-term Perspective
This investment team maintains long-term focus which gives them a framework to take advantage of price volatility to reveal potential long-term investment opportunities. Patience allows for potential long-term value recognition.
Value Oriented Discipline
Utilizes a flexible approach applied within a disciplined framework and seeks to identify companies trading at large discounts to their business value.
Bottom-up Research
The investment team identifies value through rigorous fundamental analysis of a company's business to determine what they consider its economic worth based on projected future earnings, cash flow, or asset value potential.
