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Protect & Grow Your Wealth With a Separate Account
Philosophy
Our firm is credited by the academic community with establishing the Private Market Value with a Catalyst™ investment philosophy and applying this to the analysis of public equity securities.
Our investment approach utilizes fundamental, bottom-up research to identify securities selling below their intrinsic value, and we seek to identify mispriced companies with strong businesses and the presence of a catalyst that will surface value.
Investment Research
The Equity Research team includes over 30 sector-focused analysts who support value equity portfolio management and provide sector insights to all investment disciplines. The Collaborative Sector teams benefit from our shared PMV with a Catalyst™ investment philosophy:
Methodology
We seek to identify mispriced companies with strong businesses and the presence of a catalyst that can surface value. Investment teams utilize a broad universe in a benchmark-agnostic approach to cover all sectors of the market and identify evolving themes and value-based opportunities. Our fundamental, bottom-up investment process benefits from the compounded, accumulated knowledge of certain industries over many decades
