PPM America
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Public Equity
Who We Are
. A U.S. equity group utilizing a team approach to managing valued-oriented portfolios
. Managers of over $7.8 billion in U.S. equity portfolios for clients in the United States, United Kingdom, and Asia
. Managers of both large and small capitalization value approaches
. A team that includes four senior fund manager/analysts (averaging over 20 years of industry experience), as well as two equity trader/analysts and one client services professional
. A team of professionals committed to responsive and excellent client service
   
Investment Philosophy and Approach
. Investment philosophy based on the belief that value investing can provide superior, risk-adjusted returns over time
. Investment approach that focuses on identifying individual stocks that appear under-priced relative to their true intrinsic values, determining the reasons for their undervaluation, and assessing the potential for a return to fair valuation
. Investment approach based on long-term investment perspective and fundamental research
. Team-driven approach to stock selection and portfolio management