The team takes a classic approach to value-oriented equity investing. They believe stock prices are influenced by human emotion and crowd psychology. They seek to capitalise on discrepancies between estimated intrinsic value and price, buying at times of excessive pessimism and selling at times of undue optimism. The team develops relatively concentrated and equally weighted portfolios that reflects their deep conviction.
The team’s style is to seek consistent and potentially superior results through the application of a disciplined investment process, identifying equities that may be undervalued relative to their earnings power or asset values. They follow a bottom-up security selection process that emphasises fundamental research and employs a macroeconomic overlay to help determine sector positioning.
The US large cap value strategy is available via a segregated account or a UCITS compliant pooled fund.
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Frank Russell Company ("Russell") is the source and owner of the trademarks, service marks, and copyrights related to the Russell Indexes. Russell® is a trademark of the Frank Russell Company.
Investors should consider the investment objectives, risks, charges, and expenses of the Fund carefully before investing. The prospectus and Key Investor Information Documents (KIIDs) contain this and other important information about the Fund. You can request a prospectus, fund supplement, and/or KIID free of charge by calling +353-1-483-2429, visiting delawarefunds.com/ucits/literature or by contacting your applicable local agent. Investors should read the prospectus, fund and country supplements (if applicable), and KIIDs carefully before investing or sending money.
Investing involves risk, including the possible loss of principal.
The fund is subject to the following risks:
For a more detailed explanation of the risks, please refer to the fund supplement and the “Risk Factors” section of the prospectus.
These documents are available via the following link: delawarefunds.com/ucits/literature