Focused Value

Objective

This strategy seeks to invest in high-quality companies that are trading below their long-term intrinsic value and achieve a long-term rate of return that exceeds that of the Russell 1000 Value Index.

What is the Focused Value Strategy?
• Screens for companies with strong balance sheets, lower price-to-earnings and debt-to-equity ratios, and strong free cash flow and dividend yields.

• Considers attractiveness of companies relative to their peers, and sector exposure in the current macro environment.

Category

Core

Ticker

FVAL

Inception

10/31/2013