U.S. Value: The Case for Defensive Quality
With the current cycle particularly long in the tooth, Portfolio Managers Ted Thome and Alec Perkins discuss why investors should consider allocating to defensive value.
Uncommon Value
Since 1980, Perkins Investment Management has approached value investing from a unique perspective, conducting rigorous downside analysis on every potential investment prior to determining upside potential.
FEATURED STRATEGY
Defensive small cap value equities with favorable reward-to-risk characteristics, selected through a rigorous downside analysis before determining upside potential.
Our Key Strengths
Diversified portfolios of what we believe are high-quality, undervalued stocks
Singular approach to investing for over 35 years
Disciplined valuation process measures downside risk before upside potential
THOUGHT LEADERSHIP
The Booming U.S. Stock Market … Will It Last?
Perkins Chief Investment Officer Gregory Kolb shares his equity market insights.
FEATURED STRATEGIES
Our investment process is applied across all strategies. We take a bottom-up approach to building portfolios of what we believe are quality companies.
Defensive global value equities, since 2001
Defensive mid-cap value equities, since 1998
Defensive large-cap value equities, since 2006
Defensive all-cap U.S. value equities, since 2009