Fundamental Value Equities

STRATEGY

Fundamental Value Equities

Fundamental Value Equities

Our Dublin-based Fundamental Value Equity team manages a suite of unconstrained, concentrated portfolios of equities we believe to be undervalued relative to their long term earnings power.

Why Value Investing

Philosophy

We invest in well-capitalized businesses where the market rating of invested capital does not fully reflect the long-term productivity of that capital.

Process

Our quest for value assesses stocks for future earnings power, capital efficiency and the financial flexibility to cope with adversity.

People

Our team of portfolio managers and research analysts bring deep experience and specialist knowledge to each step of our investment process.

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Thought Leadership

Taking Stock Q4 2017

Value Investing

Taking Stock Q4 2017

This issue sets out the team’s value investing progress over the past decade, considers the valuation of Hyundai Motor and discusses how ESG is factored into our investment process.

Taking Stock Q3 2017

Value Investing

Taking Stock Q3 2017

In this newsletter, the team looks past the impact of ultra-low interest rates, looks at the potential value of Skechers and assesses value in the energy sector.

Navigating Conglomerate Governance

Value Investing

Taking Stock Q3 2017

South Korean stocks appear to offer compelling value, but family owned conglomerates present governance challenges.