This defensive mid-cap value portfolio seeks to provide attractive returns over a full market cycle by mitigating losses in down markets while participating in up markets. The strategy focuses on high-quality companies with strong balance sheets and stable earnings trading at attractive valuations.
Why Invest in the Portfolio
Our disciplined valuation process measures downside risk before upside potential and invests in companies with favorable reward/risk ratios. This approach is consistent across the firm since its founding more than 30 years ago.
The Portfolio seeks high-quality companies that can withstand an economic downturn given their balance sheet strength, earnings stability and operating efficiency.
RESULTS WITH LESS VOLATILITY
Focused on mitigating losses in down market conditions while participating in up markets, the Portfolio is designed to compound strong returns over a full market cycle with lower volatility than the index.