Old Glory Large Cap Value

 

Sub-Adviser:  Markston International LLC

Location:  White Plains, New York

Founded:  1981

Investment Professionals:  8 professionals 

Ownership:  100% Employee Owned

Number of Stocks Held: 20-40

Benchmark:  Russell 1000 Value Index

 

Investment Philosophy

 

Markston employs an actively managed, absolute value approach focusing on long-term investments in well established companies with defining characteristics identified by the manager’s “circle of competence”. The companies sought:

• are high-quality businesses with strong franchises and wide moats;
• have strong cash-flow generation and produce solid fundamentals;
• have equity prices trading at a significant discount to what they believe to be their stock’s intrinsic value;
• are led by talented management teams who have a demonstrated ability to execute;
• typically reward long-term, patient investors.

Constructing high conviction, low turnover, value portfolios with these distinguishing characteristics can deliver consistently strong risk-adjusted returns and alpha-generating potential over full market cycles.

 

 

 

SMID Cap Growth | Large Cap Growth | Large Cap Value

Core Fixed Income | Core Plus Fixed Income