 |
 |
| . |
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 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 |