A focused portfolio of 20-40 high quality value businesses that represents the team's high conviction investment ideas and is based on our disciplined strategy.

A stock's price is only half the equation. If a company's prospects are poor, its price may never increase. Our team seeks quality businesses at attractive prices with potential catalysts for positive change, such as improving balance sheets and strong management teams.

In-depth, comprehensive insight from the US Large/Mid Cap Team that is aligned by industry and conducts research across all market sizes.