01
Core Equity
Min. $10B market cap
The Core Equity strategy seeks to provide long-term capital appreciation through investment in a diversified portfolio of companies with minimum market capitalization of $10 billion.
Institutional Investors
Consistent. Not intermittently brilliant.
Our Mission Is To Deliver A Long-Term Investment Process That Is Consistent...Not Intermittently Brilliant.
Our Philosophy
We believe stock prices follow earnings and investors consistently under-react to changes in company fundamentals. We seek to acquire attractively valued businesses at a fair price and avoid statistically “cheap” businesses [value traps].
Traditional Strategies:
02
Select Equity
Min. $400M, no upper limit
The Select Equity strategy seeks to provide long-term capital appreciation through investment in a diversified portfolio of companies with minimum market capitalizations of $400 million. The strategy has no upper market capitalization limits.
03
Small/Mid Cap Equity
$400M to $20B
The SMID Cap Equity strategy seeks to provide long-term capital appreciation through investment in a diversified portfolio of companies with market capitalizations ranging from $400 million to $20 billion.
04
Small Cap Equity
$400M to $6B
The Small Cap Equity strategy seeks to provide long-term capital appreciation through investment in a diversified portfolio of companies with market capitalizations ranging from $400 million to $6 billion.
Speak with the institutional desk.
(For Institutional Investors)
institutional@oliverluxxe.com