Strategies
& Results

Each strategy is an application of our free-cash-flow oriented process and our rigorous risk management framework.

U.S. Value

Seeks superior total and risk-adjusted returns by investing in U.S. large-cap companies.

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U.S. All Cap Value

Seeks superior total and risk-adjusted returns by investing in U.S. companies across the market-cap spectrum.

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U.S. Small Cap Value

Seeks superior total and risk-adjusted returns by investing in U.S. small-cap companies.

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U.S. SMID Cap Value

Seeks superior total and risk-adjusted returns by investing in U.S. small- and mid-cap companies.

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U.S. Choice

Seeks superior total and risk-adjusted returns by investing in a concentrated portfolio of U.S. companies.

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Global Choice

Seeks superior total and risk-adjusted returns by investing in a concentrated portfolio of companies worldwide.

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Global Absolute Return

Seeks superior total and risk-adjusted returns by investing in a concentrated portfolio of global companies.

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Global All Cap

Seeks superior total risk-adjusted returns by investing in a concentrated portfolio of companies worldwide.  

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Global Small Cap

Seeks superior total and risk-adjusted returns from a diversified portfolio of global small-cap companies.

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Global Equity Capital Reinvestment

Seeks superior total and risk-adjusted returns by investing in companies that reinvest in their business to grow free cash flow.

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Non-U.S. Equity

Seeks superior total and risk-adjusted returns by investing in companies based outside the U.S.

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Non-U.S. Small Cap

Seeks superior total and risk-adjusted returns from a diversified portfolio of non-U.S. small-cap companies.

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U.S. Equity Shareholder Yield

Seeks superior total and risk-adjusted returns with high dividend income and below-market volatility.

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Global Equity Shareholder Yield

Seeks superior total and risk-adjusted returns with high dividend income and below-market volatility.

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