STRATEGY PROFILE

Opportunistic Investor
The Opportunistic Investor strategy is a concentrated, highest-conviction, unconstrained investment approach that seeks high return potential over the long term. The strategy selects approximately 20 stocks that the team believes have at least 50% return potential over three years and a low probability of permanent capital loss. The strategy seeks to invest in equities priced at a large discount to intrinsic value with fundamental strengths that will be recognized in the next one to three years. Capital allocation seeks to exploit a dissonance between market sentiment and fundamental reality, often as a result of sudden or pronounced price dislocations that generate a favorable risk/reward ratio. Lead Portfolio Manager David Daglio, CFA, has constructed an investment team built for high-conviction investing that conducts its own field, company, macro and risk analysis.
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S&P 500 Index
April 2015