This value strategy invests in cheap, out of favour US and Canadian companies that we assess to be mispriced.
We use a disciplined bottom-up process that combines strict valuation screening with rigorous fundamental analysis to identify cheap stocks that are being mispriced and eliminate those with material barriers to mean reversion.
By adopting a patient, long-term approach, we aim to exploit the process whereby stocks recover overtime to a valuation that reflects the true value of the business.
We construct a diversified portfolio of cheap stocks, where the main drivers of returns are expected to be the value style rather than any individual sector or stock.
This strategy aims to outperform the S&P 500 Index.