Large Cap Fundamental Value

Strategy Description

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 06/30/2023
Asset ClassLarge Cap Value Equity
VehiclesSep Acct | CIT | Mutual Fund | Model Delivery
Style BenchmarkRussell 1000 Value
Strategy Assets (millions)$6,558
Number of Stocks40 - 60
Typical Market Cap Range>$3 billion

Portfolio Managers

George Davis, Jr.
34 Years with H&W 39 Years of Industry Experience
Scott McBride, CFA
21 Years with H&W 23 Years of Industry Experience
Judd Peters, CFA
23 Years with H&W 26 Years of Industry Experience