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

Our Philosophy

Our 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.

Our Process

Our Process

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

Our People

Our 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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Thoughts on Value Investing

Taking Stock - January 2019

Following a turbulent year, we consider why investors continue to favor expensively-priced stocks and also note that value opportunities appear more prevalent in cyclical sectors.

Taking Stock - October 2018

Resisting the temptation to sell cheap stocks for strong-performing internet-related stocks should be rewarded over time. Also, 10 years on from Lehman, we look at bank valuations.

Taking Stock - July 2018

This edition looks at long-term value prospects, provides an overview of Chinese train-maker Zhuzhou, and questions if tax cuts are material to a business’s intrinsic value.