We find several actionable ideas that yield more than the S&P 500.
Six of the top 10 conviction purchases are undervalued.
Several funds dive into undervalued energy, industrials, and technology stocks.
Large-cap value strategies shine after equity market shock in late 2018.
We see opportunity within the consumer cyclical sector.
Our managers continued to find names to put new money to work during the first quarter even as equity markets reached new highs.
Seven of the top 10 dividend-yielding names are undervalued.
The most compelling story on the conviction holdings list of our top managers is narrow-moat rated Apple.