Fundamental Equity

Fundamental Equity

Fundamental Equity

Fundamental Equity

Our Fundamental Equity team builds a concentrated portfolio of well-managed businesses trading at a discount to our estimate of intrinsic value, with superior characteristics to the broader market. Our approach takes a longer-term view of the company with the mindset that we are buying the business, not trading the stock.

Our Large Cap Value strategy is a traditional value strategy that started in 1990. As one of the original strategies of Great Lakes Advisors, we have many long-term clients who have benefited from our consistent and proven process.

Our Small Cap strategy is a fundamental bottom-up strategy that uses a private equity-like approach to investing that seeks to outperform the benchmark index over a full market cycle.

Fundamental Equity

STRATEGY FACT SHEETS

QUARTERLY COMMENTARY

EXPERIENCED TEAM

We utilize our experienced analyst team to internally generate all of our ideas and perform deep fundamental analysis on each holding.

PROVEN PROCESS WITH RISK CONTROL

  • Our stock selection process consistently adds value over a full market cycle.
  • We manage risk by buying companies trading at a discount and emphasizing the importance of position sizing.

 

TOTAL AUM/AUA

$1.6 BILLION


 

INVESTMENT TEAM

8


 

AVERAGE EXPERIENCE

25+ YEARS

As of September 30, 2020