Jack MurphyLead Portfolio Manager and CIORead More
The Fund aims to achieve long-term capital growth by investing in a portfolio of U.S. Equities.
The Fund’s Sub-Investment Manager, Easterly Investment Partners, was founded in 1982 and is a long only, value-orientated asset management firm headquartered in Massachusetts, USA.
The Sub-Investment Manager aims to identify U.S. businesses, whose equities are trading at excessive discounts on a relative and absolute basis. Employing a process that is frequently contrarian and always catalyst driven, the Manager then isolates the 25-40 best investment ideas, across all market capitalizations. Their rigorous proprietary analysis helps them to identify the presence of some form of significant catalyst. This part of the process affords them a different return profile than commonly seen in core value portfolios. The strategy follows a rigorous, fundamental, bottom up, value-orientated approach.
The below shows the information for the share class selected in the drop down box directly below the name of the fund. You can use the drop down box to view information relating to other share classes listed in the fund. A full list of all currency share classes is available on request.
Past performance is no guide to future performance and the value of investment and income from them can fall as well as rise.
|1||Merck & Co Inc||Health Care||United States||6.4|
|2||Unilever PLC ADR||Consumer Staples||United Kingdom||5.1|
|3||DuPont de Nemours Inc||Materials||United States||4.9|
|4||International Business Machines Corp||Information Technology||United States||4.9|
|5||CenterPoint Energy Inc||Utilities||United States||4.8|
|6||General Motors Co||Consumer Discretionary||United States||4.1|
|7||Berkshire Hathaway Inc Class B||Financials||United States||4.1|
|8||Cisco Systems Inc||Information Technology||United States||4.0|
|9||Citigroup Inc||Financials||United States||3.9|
|10||Goldman Sachs Group Inc||Financials||United States||3.6|
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