Strategies

Large Cap Diversified Value

Summary

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 06/30/2022
Asset ClassLarge Cap Value Equity
VehiclesSeparate Account | Mutual Fund
Style BenchmarkRussell 1000 Value
Strategy Assets (millions)$13,444
Number of Stocks50 - 80
Typical Market Cap Range>$5 billion
StatusOpen

Portfolio Managers

George Davis, Jr.
34 Years with H&W 38 Years of Industry Experience
Scott McBride, CFA
20 Years with H&W 23 Years of Industry Experience
Judd Peters, CFA
22 Years with H&W 25 Years of Industry Experience

Index definitions

Glossary of financial terms

More Insights

March 2021 H&W President Scott McBride Featured on The Weighing Machine Podcast Go to Podcast December 2020 The Revival Of Value Investing Go to Newsletter