Our proprietary Absolute Value® approach is the foundation for each one of our investment strategies
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Objective(s)

Strategy facts

Inception
Strategy assets
Benchmark
Target # of holdings
Market cap range
Vehicles

Portfolio managers

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Annualized returns (%)

Calendar year returns (%)

Portfolio characteristics & risk statistics

Top 10 holdings (%)

Sector exposure (%)

Sector allocation vs. benchmark weight (%)

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