Strategies

Large Cap Fundamental Value

Strategy Description

Fundamental Value, our founding strategy, has invested in undervalued large cap stocks for 40 years. These stocks represent businesses with defensible market positions, healthy balance sheets, and significant cash flow generation. Each of the 40-60 stocks offers 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 06/30/2020
Asset ClassLarge Cap Value Equity
Style BenchmarkRussell 1000 Value
Strategy Assets (millions)$7,173
Number of Stocks40 - 60
Typical Market Cap Range>$3 billion
StatusOpen

Portfolio Managers

George Davis, Jr.
31 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