Research - Our Subadvisers
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Large Value Strategies
Cornerstone Investment Partners (Atlanta, GA) builds a concentrated portfolio of its 30 best ideas based on the premise that stock prices in the short term are more volatile than the underlying fundamentals that determine “Fair Value".
Herndon Capital Management (Atlanta, GA) specializes in large-cap equities. Its Large-Cap Value strategy combines fundamental analysis with rigorous quality assessments to find relatively undervalued stocks with significant upside potential.
Veteran value investor James Shircliff formed River Road (Louisville, KY) in April 2005 based upon his "Absolute Value" investment discipline that seeks sustainable long-term risk-adjusted returns.
- List by Strategy
- Anchor Capital Advisors LLC
- Baring Asset Management (Barings)
- Cornerstone Investment Partners, LLC
- DoubleLine Capital LP
- Fairpointe Capital LLC
- Guardian Capital
- Harrison Street Securities
- Herndon Capital Management
- Lake Partners, Inc.
- LMCG Investments
- Montag & Caldwell
- Pictet Asset Management “Pictet”
- River Road Asset Management
- Silvercrest Asset Management Group
- TAMRO Capital Partners
- Taplin, Canida & Habacht (TCH)