Investment Objective
The All Cap Value team seeks to achieve growth of capital by investing in stocks of varying capitalizations which offer long-term investment value. The team aims to deliver above-average returns while also providing downside protection.
Benchmark
Russell 3000 Index
Investment Philosophy
The investment team believes it adds value by investing in a diversified portfolio of large-, medium- and small-company stocks, whose market prices are attractive in relation to their underlying fundamentals (price/book, dividend yield, etc). The team believes diversification may reduce risk and may provide potential for long-term capital appreciation.
Investment Process
- Quantitative Screening
- Technical Analysis
- Fundamental Review
- Portfolio Construction
- Portfolio Risk Management