The Sub-Adviser employs a multi-step, quantitative, rules-based methodology to identify a portfolio of approximately 50 to 200 undervalued U.S. equity securities with the potential for capital appreciation. A security is considered to be undervalued when it trades at a price below the price at which the Sub-Adviser believes it would trade if the market reflected all factors relating to the company"s worth.
Company profile updated October 11, 2026.
As of October 9, 2026. Daily closing data may differ from the live quote shown in the dashboard.
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