Investment return and principal value of security investments will fluctuate. The value at the time of redemption may be more or less than the original cost. Past performance is no guarantee of future results.
- Uses fundamental insight into a company’s business prospects to determine a stock’s attractiveness.
- Provides greater depth of analysis on a smaller opportunity set of individual stocks.
- Looks for compelling individual stock opportunities based a company’s fundamentals and the portfolio manager’s own experience.