Strategies

Value Opportunities

Summary

Strategy Description

Value Opportunities is a dynamic portfolio of 45-75 undervalued issuers representing our best ideas across the market cap spectrum. While the majority of the portfolio is expected to be invested in equities, the strategy also invests opportunistically in special situations such as bonds, preferred stock and merger arbitrage.

Strategy Facts

As of 06/30/2024
Asset ClassOpportunistic Multi-Cap
VehiclesSeparate Account | Mutual Fund
Style BenchmarkRussell 3000 Value
Strategy Assets (millions)$687
Number of Stocks45 - 75
Typical Market Cap RangeMicro to Mega
StatusOpen

Portfolio Managers

David Green, CFA

27 Years with H&W 33 Years of Industry Experience

Index definitions

Glossary of financial terms

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