Multi Cap Equity

The approach is contrarian and value oriented, and seeks securities that are depressed in price, out of favor with investors, and trading at a substantial discount to intrinsic value. Security analysis and valuation emphasize free cash flow generation and balance sheet quality, as well as the fundamental strength of a business franchise. The Multi Cap Equity strategy seeks to identify the most attractive risk/reward investments across all market capitalizations. The strategy typically employs contains 40-60 positions, a majority of which are U.S. listed securities but also often include ADRs of non-US issuers.

  • Robert W. Kleinschmidt, Executive Chairman & CIO

  • James E. Hunt, Portfolio Manager

  • Peter D. Shawn

  • Joseph A. Zock

  • Tsering Ngudu

  • Peter Ostberg, CFA

Mutual Funds

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