Deep Value Strategy

A pure deep value approach to equities as an actively managed strategy for long-term investors seeking a differentiated perspective.

Understanding our deep value approach

Value-driven, long-term approach: Identify and exploit short-to mid-term market inefficiencies that temporarily depress a company’s share price below its long-term intrinsic value and aim to hold investments for a minimum of 3 years

High Active Share: Consistently differentiated from the benchmark, as active share tends to be 80%-90%+

All Cap Flexibility: Investing in companies of all market capitalizations allows us to go where the opportunities are greatest

Concentrated Positions: Focuses on the most deeply mispriced companies with what we believe have the most opportunistic long-term outlook

Meet

Daniel Lysik, CFA
Portfolio Manager

Invest

Institutional Investors: Email Us for information on Separate Accounts.