Punch All Cap Equity Strategy

The Punch All Cap Equity Strategy aligns with our core investment approach that seeks to invest in growing companies with durable competitive advantages when their shares are trading at discounted valuations because they are lesser known, misunderstood, or out of favor.

• Our primary objective for the Punch All Cap Equity Strategy is to produce attractive, risk-adjusted total returns over full market cycles by investing in primarily U.S. equities across the market capitalization spectrum.
• The portfolio includes small, medium, and large publicly traded companies and incorporates holdings from other Punch strategies.
• The strategy reflects the same investment philosophy and process that we employ across the firm: investing in growing, profitable, well-capitalized companies when their shares trade at attractive valuations because they may be underappreciated, misunderstood, and/or going through a transition in their business.

There are well-managed, attractive businesses of all sizes in our client portfolios. The Punch All Cap strategy allows us to identify 20 to 25 of those companies suitable for long-term oriented investors.