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Fundamental Equity

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Fundamental Equity

Philosophy 

The team believes that investor biases often may lead to disconnects between a company’s intrinsic value and its current price. An actively managed portfolio invested in undervalued, higher-quality stocks, with company specific catalysts may outperform the market over a full market cycle.

Small Cap
Large Cap

Small Cap Portfolio Management Team

Philosophy 

The team believes companies with competitive advantages that allow them to earn strong returns on their invested capital may have the potential to compound value for shareholders. This value comes through reinvestment of cash flows back into the business and the return of excess cash flow to shareholders through dividends and/or share repurchases. When purchased at reasonable valuations and held for multiple years, a diversified portfolio of such businesses potentially can deliver attractive long-term returns without taking on outsized risk.

Large Cap

Large Cap Portfolio Management Team

Featured Content
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A monochrome image of a building featuring a metallic exterior. January 03, 2024
Beyond the Surface
Beyond the Surface: Peripheral Impacts of a Higher Cost of Capital on Small Cap Markets In our October 2020 paper “Why Profitability Matters: Positive Versus Negative Earnings,” …

Frequently Asked Questions

How can active management benefit a small cap strategy?
We believe investor biases often lead to disconnects between a company’s intrinsic value and its current price. We believe our small cap focused active management adds value within an inefficient asset class by focusing on undervalued, higher quality stocks with company-specific catalysts driving change. Additionally, we believe positive earnings is an important measure of corporate quality and maintain a long-term investment horizon supported by a consistent, repeatable process.
 Why are dividend income strategies better?
Dividends can be an important component of long-term equity returns. Dividend paying stocks may generate outperformance while helping to buffer market volatility. The Glenmede Equity Income Strategy seeks a high level of current income and long-term growth of capital consistent with reasonable risk to principal. The team targets the shares of durable businesses with the ability to grow shareholder dividends while trading at reasonable valuations. We believe that combining the power of dividends with sustainable cash flow growth can provide attractive risk-adjusted long-term total returns.

 

This website is for informational purposes only. GIM products are actively managed, and their characteristics will vary. All investment has risk, including the risk of loss of principal. There can be no assurance that efforts to manage risk or to achieve any articulated investment objective will be successful. An investor should consider investment objectives, risks, charges, and expenses carefully before investing. For additional information regarding risks and about the firm, please refer to Related Literature and Disclosures.