Investment Strategies

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Investment Strategies 2017-03-24T13:43:20+00:00

We offer institutional investors equity strategies covering value and core-oriented approaches in large, mid, small, and micro-cap.  Most would characterize our portfolios as ‘value’ while we would say we build high earnings portfolios with a tilt to lower liquidity.  Effectively, these are similar in portfolio characteristics, but our portfolios have higher expected returns than those with a high book-to-price emphasis.

Investment Strategies Capitalization Style Asset Class
NV Large Large Value Equity – U.S.
NV Mid Mid Value Equity – U.S.
NV Small Small Value/Core Equity – U.S.
NV Micro NV Micro Value Equity – U.S.
NV International NV International Value Equity – International