Fundamental All Cap Equity ex MLP Strategy
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Fundamental All Cap Equity ex MLP Strategy |
Fundamental All Cap Equity ex MLP Strategy
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Using a rigorous fundamental approach to stock selection, the team seeks to identify undervalued equities.
Emphasis on Stock-specific Fundamentals |
Analysis of individual securities with the goal of assessing intrinsic value by balancing potential rewards and risks, using conservative assumptions. |
Orientation Toward Risk Management |
Risk management is integral to the process and includes analysis of risk factors, position sizing, portfolio monitoring, liquidity analysis and forensic accounting by an independent party. |
Rich Pool of Intellectual Capital |
Proprietary research as well as a vast array of internal and external information sources are used to make portfolio decisions. |
1 | Team Approach |
Each team member brings their own unique industry experience and skill set to the evaluation process, while leveraging a common, time-tested investment approach. |
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2 | Bottom-up Approach to Stock Selection |
The team determines a security’s “intrinsic value” using traditional macro and fundamental factors – such as sales growth, profit margins, and earnings. These criteria are analyzed in concert with critical inputs such as investor sentiment and estimate revision trends. |
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3 | Risk Management Orientation |
The investment process is driven by a recognition that every decision balances potential risk with potential reward. The quality and sustainability of a company’s earnings and cash flow is a core component of this approach. The team’s internal analysis is supported by an independent forensic accounting firm. |