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.