Our Equity team conducts deep fundamental research on a universe of stocks seeking to identify out-of-favor situations where market perceptions lag reality. This approach drives two Equity strategies, Concentrated Value and Equity Income Plus.
Concentrated Value (“CV") - a high conviction, long-only opportunistic U.S. Equity portfolio of approximately 25 large and mid-cap U.S. stocks that we believe have significant upside and limited downside. CV aims to outperform, not mimic market benchmarks.
Equity Income Plus ("EIP") - a hedged U.S. Equity portfolio with an above market dividend yield, calls written on each stock to generate income and capture partial upside, and index puts to reduce market risk. EIP aims to participate in market upside and provide downside protection.
For more information on CV or EIP, please call 212.730.2000 or complete the short template in the Contact Us page.