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Strategy Overview 

The strategy seeks long-term capital growth by investing primarily in equity securities of companies located anywhere in the world, including emerging markets.  The team’s investment approach focuses on identifying stocks trading at a significant discount to their longer-term business value based on our estimates of future normalized earnings and cash flow generation.

Key Features

Long-term Perspective

This investment team maintains long-term focus which gives them a framework to take advantage of price volatility to reveal potential long-term investment opportunities. Patience allows for potential long-term value recognition. 

Value Oriented Discipline 

Utilizes a flexible approach applied within a disciplined framework and seeks to identify companies trading at large discounts to their business value. 

Bottom-up Research

 The investment team identifies value through rigorous fundamental analysis of a company's business to determine what they consider its economic worth based on projected future earnings, cash flow, or asset value potential. 

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Important Information

This material is intended to be of general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy. All investments involve risks, including possible loss of principal. There is no guarantee that a strategy will meet its objective. The value of shares and income received can go down as well as up and investors may not get back the full amount invested. Performance may also be affected by currency and exchange-rate fluctuations. Reduced liquidity may affect the ability to sell assets and have a negative impact on the price of the assets. Currency fluctuations may affect the value of overseas investments. Where a strategy invests in emerging markets, the risks can be greater than in developed markets. Where a strategy invests in derivative instruments, this entails specific risks that may increase the risk profile of the strategy. Where a strategy invests in a specific sector or geographical area, the returns may be more volatile than a more diversified strategy. Investments may also be exposed to operational risks, being the risk that operational processes may fail, resulting in losses as well as other risks (that can be outside of their control).