Investment Objective
The All Cap team seeks capital appreciation through investment in securities which the manager believes have above-average capital appreciation potential.
Benchmark
Russell 3000 Index
Investment Philosophy
The investment team seeks to add value by relying on bottom-up, proprietary research to identify companies that are attractively priced relative to their current or prospective free cash flow. The team also believes that a professionaly managed portfolio of "best ideas" that is not constrained by typical style box or market cap restrictions, offers flexibility to respond to changing market conditions.
Investment Process
- Define the investment universe
- Evaluate stocks using proprietary discipline
- Apply fundamental analysis to select securities
- Review holdings continuously