Our large cap strategy invests in stocks that resemble those in the Russell 1000 Value Index. Large Cap Value stocks are those large cap stocks that are, or appear to be, undervalued relative to their values implied by their business fundamentals. Phocas measures these valuations using metrics like price-to-earnings and price-to-book ratios, depending on metrics we determine to be appropriate for specific economic sectors.
Successful Large Cap Value investing requires extensive knowledge of Large Cap Value management teams, investor expectations, effective deployment of capital, and a thorough knowledge and understanding of the world of equity investing.
Phocas Financial's team of investment professionals has over 55 years of collective experience analyzing value equities. We have the knowledge, experience and tools necessary to build and manage diversified Large Cap Value portfolios that deliver long-term value with moderate risk.
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