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.