We seek long-term growth of capital by investing in undervalued U.S. large capitalization companies.
We believe undervalued companies—in relation to the market, their peer group and their historic earnings multiples—have the potential to produce superior long term investment returns. We seek investment candidates that possess an earnings or other catalyst that we believe will unlock shareholder value.
- Bottom-up stock selection with long term investment horizon
- Invest in relative values across all sectors
- Utilize high-conviction internal analyst recommendations
- Leverage insights from GE’s Global Network
Investments are typically made in U.S. publicly traded stocks with a market capitalization exceeding $1 billion. The typical range of stocks held in the strategy is between 85-110. Once a stock is identified as relatively undervalued, the team performs additional fundamental analysis to determine if there is a sufficient catalyst to unlock hidden value over a three to four-year time horizon. Important fundamental criteria considered for inclusion in the strategy include financial condition, management quality, strategic direction, consistency of earnings trend, industry fundamentals and ability to grow market share. The strategy is broadbased with a long-term focus and typically participates in all sectors of the market.
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