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Concentrated Equity Value Strategy

Objective: Long-Term Capital Appreciation

Investment Philosophy: The Concentrated Equity Value Strategy is based on value-oriented investing principles best defined as viewing every security as a fractional ownership interest in an underlying business. Businesses in which we invest are often overlooked by market participants for reasons we believe are temporary in nature, and we expect price to align with our appraised value over time. We place particular emphasis on rigorous financial statement analysis and regular dialogue with company senior management both before and throughout our investment ownership period. Finally, we are willing to assume an “operational activist” role with portfolio companies if we deem such action necessary to create long-term shareholder value.

Portfolio Construction: Fully invested portfolios hold concentrated equity positions spanning market capitalization levels and geographies. Trading occurs infrequently, and turnover is expected to be low.

Strategy Literature

Q4 2020 Fact Sheet

Q3 2020 Commentary

2020 GIPS Presentation

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