Deep Value Strategies

Two actively managed strategies for long-term investors seeking a differentiated perspective.

Deep Value Strategy

A pure deep value approach to equities.

Concentrated Deep Value Strategy

A private equity approach to the public equity markets

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 Deep Value Strategy: Portfolio includes only the most deeply mispriced subset of the Deep Value Strategy

Meet

Daniel Lysik, CFA
Portfolio Manager

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Institutional Investors: Email Us for information on Separate Accounts.