Fundamental Value, our founding strategy, has invested in undervalued large cap stocks for over 40 years. These stocks represent businesses with defensible market positions, healthy balance sheets, and significant cash flow generation. The 40-60 portfolio of holdings seeks a payout yield (dividends plus share repurchases) that exceeds that of the S&P 500 and trades with a P/E ratio below the market average.
Strategy Facts
As of 06/30/2025
Asset Class
Large Cap Value Equity
Vehicles
Separate Acct | CIT | Mutual Fund | Model Delivery
Strategies