What’s the strategy?
The U.S. Value Equity (London Capital) portfolio strategy invests in U.S. stocks that are undervalued compared to the overall market and the stock’s peer group and/or the company’s historical average.
The portfolio managers pursue a proprietary and systematic approach, benefiting from quantitative-driven analysis to identify stocks with the most attractive combination of value attributes. Fundamental factor-analysis underpins stock selection and portfolio construction to isolate and capitalize on key drivers of market performance. The holdings are equally weighted, making the portfolio non-benchmark relative.
It’s a systematic method designed to deliver strong, long-term, risk-adjusted returns through a transparent and repeatable process.
Why invest in this portfolio strategy?
Ideal for investors seeking exposure to high-quality U.S. companies that possess a combination of attributes that are value-oriented and exhibit signs of a strong catalyst for future growth and stock appreciation.
This value-style portfolio offers exposure to U.S. large-cap companies with attractive valuation and attributes that point to improving momentum in fundamentals with the potential to lead to outperformance.
This portfolio benefits from London Capital’s proprietary bottom-up quantitative-driven analysis that isolates the portfolio’s holdings to only those stocks with the desired combination of attributes. It’s a transparent and repeatable approach that capitalizes on key drivers of stock performance.
When compared to the broad U.S. market, the portfolio’s typical characteristics include lower valuation metrics, signs of improving earnings expectations and strong financial stability.
The portfolio is well diversified across the S&P 500 sectors.
Data for institutional investors
Robert co-manages the London Capital U.S. Value mandate, Canadian Low Volatility mandate and Global Sector mandates (Global Infrastructure Equities and Global Real Estate Equities).
Robert’s portfolio management responsibilities include developing fundamental factor models to analyze and value companies in a variety of sectors and building proprietary quantitative models to support many of London Capital's equity mandates.
Before joining London Capital in 2007 as an equity analyst, he worked in corporate finance, risk management and equity fundamental research for a commodity firm.
Robert holds an undergraduate degree in economics from Western University and an MBA from the Richard Ivey School of Business. He is also a CFA charterholder.
Pei is co-manager of London Capital’s Global Real Estate, Global Infrastructure, Canadian Low Volatility and U.S. Value mandates.
Before joining GLC in 2015, he was actively involved in quantitative investing for one of Canada’s largest institutional investment managers in Alberta.
Pei started his career in 2006 at a large financial institution specializing in investment risk management technology. He specialized in integrating new option pricing models, enhancing trading platforms and managing pricing and risk databases for equities, commodities, fixed income and foreign exchange derivatives.
A CFA charterholder, Pei completed a master of mathematics (statistics-finance) degree at the University of Waterloo and a master of science degree in pure mathematics at Simon Fraser University.
Portfolio attributes and rates of return reflect the portfolio strategy used by the London Life segregated fund shelf.
Past performance is no guarantee of future results.
There is no guarantee that investment objectives, or risk or return targets discussed in this material will be achieved. No part of this material may be reproduced or redistributed in any form without express written permission of GLC Asset Management Group Ltd. The data provided is for information purposes only. This material is not intended to be read in isolation and may not provide a full explanation of all the topics that are presented and discussed. Information contained in this material has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. Furthermore, there can be no assurance that any trends described in this material will continue or that forecasts will occur; economic and market conditions change frequently. This material should not be considered a recommendation or offer to purchase or sell any particular investment.