Investment strategies
Our proprietary Absolute Value® approach is the foundation for each one of our investment strategies
Small Cap Value
Value oriented portfolio of small cap equity holdings; Russell 2000 Value benchmark
Small-Mid Cap Value
Value oriented portfolio of small-mid cap equity holdings; Russell 2500 Value benchmark
Mid Cap Value
Value oriented portfolio of mid cap equity holdings; Russell Midcap Value benchmark
Large Cap Value Select
Value oriented portfolio of large cap equity holdings; Russell 1000 Value benchmark
Dividend All-Cap Value
Value oriented portfolio of all cap equity holdings paying high and growing dividend yields; Russell 3000 Value benchmark
Focused Absolute Value®
Value oriented portfolio of all cap equity holdings; Russell 3000 Value benchmark