GRT Value Strategy

Long only U.S. Equity Strategy from GRT Capital Partners, LLC

The investment objective of the GRT Value Strategy is to achieve superior total returns while minimizing the probability of permanent impairment of capital by primarily investing in publicly traded equity securities deemed to be undervalued. While GRT Capital intends to focus primarily on U.S. equities, it may also invest in non-U.S. securities.

In its value approach to securities selection, GRT Capital searches for those companies that appear to be trading below their true worth. Value stocks include those which may be out of favor with investors or overlooked by analysts for a number of reasons. GRT Capital looks for companies that appear likely to come back in favor, because of, for example, good prospective earnings, strong management teams, new products and services, or some unique circumstance.

In implementing the strategy, GRT Capital uses an investment technique which involves multiple investment strategies. Each strategy represents a grouping of investments which have particular characteristics in common, for example, a group of “turnaround stocks” or a group of “discounted sum-of-the-parts” companies. The use of multiple strategies provides a framework that divides the larger investment strategy into smaller, discrete parts which can be managed tactically.

Another investment technique is the use of a “farm team” of selected companies for investment consideration. In this approach, an investment in a company often begins as a relatively small position, and increases in size as confidence grows and the original investment thesis for the security is tested. Based on the performance of the “farm team” position, investment in the security may be increased or decreased thereafter.

** This strategy is also available through a mutual fund. Click here for more information.

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Lead Portfolio Manager Rudolph K. Kluiber
Management Team Gregory B. Fraser, Timothy A. Krochuk