U.S. Multi-Cap Value

“Value” drives everything we do at MAP. Value investing involves a bottom-up strategy with careful identification of specific undervalued investment opportunities.

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Our same process applies to this strategy but it is focused on U.S. holdings only.

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MAP US Multi-Cap Value Strategy*

The MAP US Multi-Cap Value strategy seeks to generate long-term growth of capital by investing in a diversified portfolio of U.S. equities using a multi-cap, focused, value strategy.

Strategy Goal – Long term growth of capital by investing in a diversified equity portfolio of securities issued by US companies that is unconstrained by market capitalization while be benchmark agnostic.
Style Allocation – Value
Capitalization Allocation – Large, Mid, & Small
Stated Benchmark – Russell 1000
Size of Initial Investable Universe – approximately 3,000 to 4,000 securities
Typical # of Positions Held – 35 to 50
Portfolio Construction Process – Bottom-up, based on the company’s fundamentals

Risk Management

Sector exposure limited to 30%. Small-cap securities limited to 2 percent (at cost) and large cap limited to 5 percent (at cost).

*Please see fact sheet for additional information & disclosures

DOWNLOADS:

US Multi-Cap Value Composite Fact Sheet

2017 Q1