Equity

Select Equity Team

The Select Equity team seeks to compound strong long-term returns using its private market value (PMV) process. PMV is the price an investor would be willing to pay for an entire company. The team’s process helps it identify and exploit significant gaps between its PMV of a company and its public market price.

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Competitive advantages

Research

Bottom-up research intensity

Through bottom-up research and a style-agnostic approach, the team seeks to invest in the highest-quality risk/reward opportunities in the equity market. 

Brand Idea

Core approach provides more balanced returns

The team’s core approach seeks to eliminate the need to choose between growth and value and provide more balanced returns relative to style extremes.

Team

Experienced investment team

The team has consistently applied its philosophy and process for over 30 years through multiple market cycles.

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We look forward to helping you with your investment needs