The strategy places a priority on protecting against the permanent loss of capital while seeking to outperform the Russell 3000 Index over a full market cycle.
Take advantage of irrational human behavior and identify companies mispriced by the market
Unique investment framework directly links valuation and barriers to entry
Deeply resourced team of seven, including sector specialists with common investment beliefs
Flexibility to shift portfolio through a market cycle
High conviction portfolio enables alpha generation
All Cap / High Conviction
STYLE
Russell 3000
BENCHMARK
Oct. 1, 2007
INCEPTION
Philosophy
The Focused Equity team believes that in order to generate long-term investment outperformance, an investor must:
Pay as little as possible for future value creation
Invest in businesses capable of generating excess returns on capital
invest in businesses with higher barriers to entry
This philosophy was developed based on the following four tenets of investing which have not changed over time and are embedded within the investment process:
The key to investing is taking advantage of irrational human behavior > Buy businesses priced for the late-stage of the corporate life cycle
Equity portfolios are over-diversified
Pay as little as possible for the future > Buy businesses which provide future value creation largely for free
A value investor’s framework for buying growth companies
IMPORTANT DISCLOSURES
Frank Russell Company (FRC) is the source and owner of the Russell Index data contained or reflected in this material and all trademarks and copyrights related thereto. The presentation may contain confidential information pertaining to FRC and unauthorized use, disclosure, copying, dissemination or redistribution is strictly prohibited. This is a Fort Washington presentation of the Russell Index data. Frank Russell Company is not responsible for the formatting or configuration of this material or for any inaccuracy in Fort Washington's presentation thereof.
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