Large Cap Diversified Value

Strategy Description

The Diversified Value strategy focuses on undervalued large cap stocks. The strategy relies on in-depth fundamental research to develop a portfolio of 50-80 companies that are under-earning due to temporary factors but have the balance sheet, scale, and market position to improve their performance over time.

Strategy Facts

As of 06/30/2024
Asset ClassLarge Cap Value Equity
VehiclesSeparate Account | Mutual Fund
Style BenchmarkRussell 1000 Value
Strategy Assets (millions)$16,414
Number of Stocks50 - 80
Typical Market Cap Range>$5 billion

Portfolio Managers

George Davis, Jr.

35 Years with H&W 40 Years of Industry Experience

Scott McBride, CFA

22 Years with H&W 24 Years of Industry Experience

Doug Campbell

6 Years with H&W 15 Years of Industry Experience