The strategy seeks to generate returns that exceed the Russell 1000 Value over a full investment cycle.
What is the Concentrated Value Strategy?
•Concentrated portfolio of companies deemed to be high quality with durable, competitive advantages that lead to high returns on capital and growing cash flow streams.
• Companies with solid management teams and management teams with a track record of maximizing shareholder returns.
• Shares typically trade at a steep discount to Moran Wealth Management’s estimate of their intrinsic value at the time of purchase.