The Ransome Opportunity Equity objective is to generate superior risk adjusted excess return versus the S&P 500 Index using concentrated portfolios (typically 10-20 securities) and an opportunistic, value-oriented, risk-controlled approach. Investments are made in equity shares across the capitalization spectrum and may also include equity-related derivatives (limited to 20% of assets).

 

Investment Principles

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• Employ a long-term owners perspective to exploit short term investor misjudgment and acquire holdings at valuations which maximize upside and limit downside

• Independently value businesses using a combination of quantitative and qualitative factors

• We seek to capitalize on market inefficiencies which provide the opportunity and identify quality businesses we believe are mispriced

• Identify and purchase businesses whose value is not fully reflected in the marketplace

• Limit constraint using portfolios that are concentrated and differentiated from their benchmark to achieve meaningful excess returns

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The strategy may be offered in various investment vehicles, including separate accounts and private funds. More information is available upon request.

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