Alpha Generation for Institutional Clients
We manage All-Cap Core and Small-Cap Core separate account strategies for institutional investors. For small-to-mid-sized institutions, our All-Cap strategy is utilized as a basic U.S. equity allocation, complemented by other asset classes. For larger institutions, the All-Cap portfolio can serve as an alpha generator in addition to a traditional style-box approach. The Winslow Small-Cap portfolio is identified as a way to add alpha to a variety of asset allocation models.
A Unique Approach to Investing
We look to identify companies trading at a discount to our perception of their intrinsic value. Our rigorous process allows us to combine the best that quantitative and qualitative methodologies have to offer. Understanding the business drivers, potential catalysts and management strength are just as important as understanding a company’s financial strength and market valuation. We look for market inefficiencies in the small, mid and large cap space, by utilizing the principals of Behavioral Finance and taking a private investor mindset.
Concentrated, Active-Share Portfolios
Our Midwest location and mindset help us avoid the herd mentality often found in New York and San Francisco. Our intensive research process leads us to identify off the radar or undiscovered companies. This allows us to create a high active share portfolio. By focusing on our highest conviction names with a long-term ownership perspective, we are able to get to know our companies better than our peers and to construct a more concentrated portfolio positioned to outperform the market.