This defensive all-cap U.S. value fund 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 stocks of companies with strong balance sheets and stable earnings trading at attractive valuations.
Why consider the fund?
Our disciplined valuation process measures downside risk before upside potential and invests in companies with favourable reward/risk ratios. This approach is consistent across the firm since its founding more than 35 years ago.
The fund seeks high-quality companies that can withstand an economic downturn given their balance sheet strength, earnings stability and operating efficiency.
RESULTS WITH HISTORICALLY LESS VOLATILITY
Focused on mitigating losses in down market conditions while participating in up markets, the Fund is designed to compound strong returns over a full market cycle with lower volatility than the index.