The objective of the NIS large cap value equity is to participate in rising markets, but also to preserve principal in down markets.

Value investors seek to identify companies that have real potential for further improvement in return on capital.

ASSET OVERVIEW

NIS has $26 Million in large cap value assets under management

As of 6/30/18

$26
Million

STRATEGY AT A GLANCE

  • Industry-leading companies. Our large cap value strategy focuses on industry-leading companies with a strong record of cash flow generation, growing dividends, and a seasoned, stable management team.
  • Economic factors & fundamental analysis. We know that the cornerstone of value-based investing is a combination of economic factors and fundamental bottom-up company analysis.
  • Attractive long-term rates of return. Understanding a company’s ability to reach and sustain an attractive long-term rate of return from its operations is a key factor in large cap value investing.

PORTFOLIO MANAGEMENT

Tyler J. Pullen, CFA
Chief Equity Officer
Alex Steger
Equity Analyst
Jason L. Reyes
Equity Analyst