Strategies

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 09/30/2020
Asset ClassLarge Cap Value Equity
VehiclesSeparate Account | Mutual Fund
Style BenchmarkRussell 1000 Value
Strategy Assets (millions)$11,016
Number of Stocks50 - 80
Typical Market Cap Range>$5 billion
StatusOpen

Portfolio Managers

George Davis, Jr.
32 Years with H&W 36 Years of Industry Experience
Scott McBride, CFA
18 Years with H&W 21 Years of Industry Experience
Judd Peters, CFA
20 Years with H&W 23 Years of Industry Experience