Utilize a contrarian, value investment approach to identify out-of-favor companies with improving business models and the potential to improve Return on Invested Capital (ROIC).

Best ideas portfolio from the team’s small cap and mid cap dividend value portfolios; focus on high quality, attractively valued companies with strong and consistent cash generation and returns on invested capital equal to or above the cost of capital.

Concentrated portfolio based on the highest conviction names in the Small Cap Value strategy. Utilize a contrarian, value investment approach to identify out-of-favor companies with improving business models and the potential to improve Return on Invested Capital (ROIC).

Utilize a contrarian, core investment approach to identify out-of-favor companies with the potential to improve Return on Invested Capital (ROIC).

Invest exclusively in dividend-paying stocks; focus on high quality, attractively valued companies with strong and consistent cash generation and returns on invested capital equal to or above the cost of capital.

High conviction, focused portfolio that seeks to invest in high quality, attractively-valued and cash-generative companies, with limited exposure to exogenous factors.

Utilize a contrarian, core investment approach to identify out-of-favor companies with the potential to improve Return on Invested Capital (ROIC).

Utilize a quantitative, diversified and risk-aware approach; focus on companies that are less expensive than their peers that are strong and financially “healthy.”

Focus on being early in the identification of companies that exhibit fundamentally stable growth prospects, which are disruptors or leaders in their industries.

Utilize a quantitative, diversified and risk-aware approach; focus on companies with traditional value characteristics and positive company momentum factors.