Cognios Large Cap Value Strategy
Principal Investment Strategies
The Value Strategy seeks to achieve its investment objective by purchasing equity securities of U.S. companies that the Adviser believes are undervalued and likely to appreciate. The Value Strategy purchases large capitalization U.S. equity common stocks of companies that are constituents of the S&P 500® Index.
▸ Strategy utllizes ROTA/ROME® to capture valuation inefficiencies in the market.
▸ Invests only in companies that are constituents of the S&P 500 Index.