KilterHowling Global Value Strategy

KilterHowling Global Value Strategy

Our Global Value Strategy is designed to capitalize on deeply discounted securities where we see the risk as asymmetrical.

  • Low turnover, best ideas portfolio implemented with individual securities
  • Global but focused on US names
  • Seeks securities trading at significant discounts to their intrinsic value
  • May hold cash when market opportunities are limited
  • Seeks dividend paying companies with strong balance sheets and defensible business models
  • Included in KilterHowling Global Growth portfolios in excess of $1M

KilterHowling Global Value Strategy is your long-term equity risk portfolio.