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All Cap Value

Our All Cap Value Strategy provides exposure across the value equity market capitalization spectrum through a fundamental, contrarian, bottom-up investment process.

This strategy is managed by Easterly Investment Partners, the traditional value equity arm of Easterly.

Objective

Aims to provide long-term capital appreciation through a concentrated portfolio of value equity securities across all market capitalizations

Overview

An equally-weighted portfolio consisting of our 35-40 best investment ideas, benchmarked against the Russell 3000 Value Index. The strategy is managed by Co-CIO Richard Snow and Senior Portfolio Manager Josh Schachter, CFA.

Approach

Focus on Valuation

Utilize fundamental research to identify contrarian, value stocks that meet our investment criteria and minimum return hurdles

Qualifying Characteristics

We invest in companies with strong balance sheets, stable free-cash-flow, and underappreciated long-term fundamentals

Why Easterly All Cap Value?

People: An experienced and dedicated investment team
Process: Opportunistic, disciplined and time-tested
Philosophy: A contrarian view on investing, incorporating modern behavioral finance research

For more information on this strategy, pleasecontact us.

Easterly Acquisition 138 Conant Street Beverly, MA  |  New York, NY 01915 617-303-4800
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