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Concentrated Mid Cap Value

Our Concentrated Mid Cap Value strategy provides concentrated exposure to the middle capitalization segment of the value equity market 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 mid capitalization value equity securities

Overview

A concentrated, conviction weighted portfolio consisting of our best 30-40 mid cap investment ideas, benchmarked against the Russell Midcap Value Index. The strategy is managed by Co-CIO Jack Murphy who has over 31 years of experience.

Approach

Predictive Research

Leverage the team’s experience to conduct predictive, fundamental research on companies

Differentiated View

What do we understand that the market does not? Do we possess an analytic or informational advantage?

Why Easterly Concentrated Mid Cap Value?

People: An experienced and dedicated investment team
Process: Opportunistic, disciplined and time-tested
Philosophy: Contrarian, Value, Catalyst

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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