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Fundamental Equity

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Fundamental Equity

Philosophy 

The team believes that investor biases often may lead to disconnects between a company’s intrinsic value and its current price. An actively managed portfolio invested in undervalued, higher-quality stocks, with company specific catalysts may outperform the market over a full market cycle.

  Small Cap

Small Cap Portfolio Management Team

Philosophy 

The team believes companies with competitive advantages that allow them to earn strong returns on their invested capital may have the potential to compound value for shareholders. This value comes through reinvestment of cash flows back into the business and the return of excess cash flow to shareholders through dividends and/or share repurchases. When purchased at reasonable valuations and held for multiple years, a diversified portfolio of such businesses potentially can deliver attractive long-term returns without taking on outsized risk.

Large Cap Portfolio Management Team

Frequently Asked Questions

 

This website is for informational purposes only. GIM products are actively managed, and their characteristics will vary. All investment has risk, including the risk of loss of principal. There can be no assurance that efforts to manage risk or to achieve any articulated investment objective will be successful. An investor should consider investment objectives, risks, charges, and expenses carefully before investing. For additional information regarding risks and about the firm, please refer to Related Literature and Disclosures.