Essential Value Equity Team

The team seeks long-term outperformance of the Russell 2000 Value Index by applying a rigorous, bottom-up, fundamentals-driven approach to evaluating small public companies in search of stock prices that do not accurately reflect intrinsic value.

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Competitive advantages

Collaboration, not consensus

This stable, seasoned team encourages skepticism and limits group think and input from Wall Street to build a differentiated, alpha-driving portfolio.

Unique approach to stock selection

This team is bottom-up, fundamentals-driven, and true small-cap-value focused. At purchase, companies belong to one or more of four categories: N-O-T-E.

Robust risk control implementation

Risk management is viewed as not just a sequential step, but a vital, all-encompassing aspect of the investment process.

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We look forward to helping you with your investment needs