Our Special Equity strategy is an opportunistic all cap value strategy with a mid-cap bias. Portfolios include undervalued companies with identifiable catalysts expected to improve profitability and generate above-market returns.*

Our research team performs extensive bottom-up research on companies and industries focusing on qualitative factors such as restructuring, management strength, shareholder orientation and the ability to capitalize on improving industry fundamentals. The portfolio is well diversified across 40-60 companies, each selected for its risk/return characteristics.