This Strategy is open to new investors

The Large Cap Fundamental Value strategy uses a disciplined, value-oriented investment process. Through our consistent process and independent research, we own large cap companies that we believe are undervalued relative to their tangible assets, sustainable cash flow and potential for improving business performance. Our portfolios are well diversified and seek to own large, financially strong U.S. based companies that offer the best combination of value and potential for price appreciation.

Generally invests in large companies with a market capitalization greater than $1 billion Employs timeless investing principles and independent thinking to drive investment process Seeks to provide downside protection and strong upside participation Selects companies with low price-to-earnings ratios, high dividend/payout yields and financial strength