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Large Cap Value
Strategy Overview

Cognios’ Large Cap Value and Tax-Efficient Large Cap Value Strategies utilize Cognios’ proprietary ROTA/ROME® stock selection and portfolio construction methodology that seeks to identify companies whose per share intrinsic value has diverged significantly from the current market price of its stock. ROTA/ROME® allows the portfolio managers to focus on a company’s Return on Tangible Assets (ROTA) and Return on Market Value of Equity (ROME) in order to identify companies that generate high returns on book value and trade at low valuations relative to their tangible assets.

Investment Team

Jonathan Angrist Brian Machtley Francisco Bido


Visit Cognios' Institutional Investor page to view performance of this strategy.