The strategy focuses on absolute value by purchasing companies with a large gap between the value of the business and market price that also have durable advantages and effective management.
We use tailwinds, investable ideas and periodic screens to source investment candidates that may have enduring and defensible characteristics. We seek absolute value by looking for a substantial gap between the value of the business and the market price. The result is a high-conviction portfolio of attractively priced stocks with asymmetric return profiles.
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Randall (Randy) Dishmon serves as portfolio manager of the Global Value strategy. His previous positions at the Firm include serving as portfolio manager of the International Core strategy, co-portfolio manager of the Global Multi Cap Growth strategy and a senior research analyst of the Global Equity strategy.