PM Spotlight: Finding Value Across U.S. Large-Cap Equities
As portfolio manager and head of Allspring’s Empiric LT Equity team, Neville Javeri combines fundamental company views with a disciplined process for consistent performance across strategies and market environments.
Key takeaways
- Neville’s early experience as an auditor led to his interest in studying companies in greater detail, becoming an investor and CFA® charterholder.
- The Empiric LT Equity team values each stock over a market cycle—typically five years or more—applying a consistent, disciplined, and repeatable process.
- Allspring’s Total Return Monitor ties together valuation and growth for each stock the team analyzes and ranks the attractiveness of each one.
- Cyclicals and industrials are among those large-cap sectors that have been underappreciated and may do well going forward, as long as rates come down.
- The upcoming launch of our new exchange-traded fund (ETF) will give clients access to the same exposure the team has managed for years—along with the benefits of an ETF.
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