We believe that companies undergoing some form of dramatic “corporate change” have the potential for significant transformation in financial performance and how the company is perceived and valued by the market.
Our Private Business Value/Mid-Cap Equity strategy seeks to provide long-term capital appreciation by investing primarily in US companies in the medium-to-large market capitalization segment. These companies generally have a capitalization at the time of review and/or purchase of $1-10 billion. The portfolio managers oversee equity research and stock selection, as well as determine portfolio construction. All portfolios are managed in line with a model portfolio with the following characteristics:
- 40-60 securities are typically held
- no one security exceeds 5% of the portfolio
- portfolios are expected to be fully invested
as of 12/31/16
Inception Date: 12/31/1990
Refer to Performance Disclosure. Past performance is not indicative of future results.