The Lombardia Capital Partners’ Large Cap Value Portfolio seeks capital appreciation through a value-focused investment process.
The Large Cap Value Portfolio is an actively managed, concentrated portfolio of large company stocks that have market capitalizations greater than $1 billion at the time of purchase. The strategy seeks to outperform the Russell 1000® Value Index on a risk-adjusted basis by using deep fundamental research to identify companies trading at discounts to intrinsic value and maintain concrete catalysts to unlock value. The portfolio typically holds 30-40 core positions diversified across various industry sectors.
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