The strategy focuses on identifying companies with above average yields that are mispriced based on valuation and fundamentals. In addition to common equities, the manager may also invest in convertible bonds and structured notes should they present an attractive yield and risk-reward profile.
Laton Spahr, CFA
Laton Spahr, CFA, serves as Value and Income Team Leader and Portfolio Manager of the Large Cap Value, Dividend Value, Mid Cap Value, and Equity Income strategies. Prior to joining the Firm, Mr. Spahr was a senior portfolio manager at Columbia Management Investment Advisors where he managed value and income strategies across institutional and retail investment channels, and was with Columbia for 12 years.