Deep Value Select

A capacity constrained, high active share approach to generating long-term performance

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Deep Value is a niche.

buy zone illustration

With more and more investors chasing growth and defensive stocks, deeply mispriced securities present a favorable opportunity in uncrowded spaces. Experienced Portfolio Manager Daniel Lysik identifies significant discounts to our assessment of intrinsic value and aims to understand multiple paths to value creation for each holding.


Concentration differentiates potential.


We build conviction in investments that we believe have the most opportunistic long-term outlook. We build the portfolio from the bottom up of our best ideas. Concentrating in our conviction provides greater opportunity for return potential.


Flexibility increases accessibility.


We're flexible to look for multiple paths to realize value. We combine systematic idea generation with an intense research focus on each company to uncover the potential the market may not see today.