Large Value Equity

Objective

The Torray Large Value Equity (LVE) Strategy seeks to build wealth over time by selectively investing in a risk-managed portfolio of large companies with a value orientation.

Strategy

LVE uses our risk-managed approach and fundamental analysis to build a concentrated portfolio of modestly valued businesses that demonstrate a focus on growth in per-share value. Importantly, we must also have a high degree of certainty about their ability to sustain the creation of shareholder value over our investment horizon.

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Role In A Diversified Portfolio

LVE offers clients exposure to the large value segment of the market through a highly selective portfolio of cash-generative businesses with solid balance sheets operated by management teams focused on creating shareholder value on a per-share basis.