Lombardia Capital

Independent Thinking. Intelligent Investing. Finding Value Around the Globe.
Pasadena: 626.568.2792Chicago: 312.269.1062marketing@lombardiacapital.com

Large Cap Value

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.

Click here for the strategy overview.

Institutional investors may contact Marketing at (626) 568-2792 and marketing@lombardiacapital.com.