Value Opportunities

Strategy Description

Value Opportunities is a dynamic portfolio of 40-70 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 03/31/2023
Asset ClassOpportunistic Multi-Cap
VehiclesSeparate Account | Mutual Fund
Style BenchmarkRussell 3000 Value
Strategy Assets (millions)$589
Number of Stocks40 - 70
Typical Market Cap RangeMicro to Mega

Portfolio Managers

David Green, CFA
25 Years with H&W 32 Years of Industry Experience