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Developed Markets Value Plus

Investment Summary

Leveraging our experience in Value investing, Opus Capital’s Developed Markets Value Plus strategy combines factor-based analysis with rigorous fundamental research to identify high-quality, growing companies that are currently undervalued. Historically, these companies have outperformed the broad markets and provided superior downside protection.

Recognizing that simply buying the cheapest companies is inherently risky, Opus focuses on three key elements:


  Lower Valuation
Rather than rely on a single signal, we consider multiple valuation factors, which leads to a less cyclical and more complete indication of value
     
  Higher Quality
We buy high-quality, profitable companies that exhibit the following characteristics:
  • Shareholder-friendly management
  • Ample dividend coverage
  • Disciplined capital allocation
  • Healthy balance sheets
  • Strong returns on capital
     
  Growth Potential
Fundamental analysis of companies uncovers when our expectations differ from consensus and past data. Historical data may mask a company’s growth potential, which can lead to dislocations for stock prices.

Developed Market Value Plus

 


Developed Market Value Plus
     
         
MEET OUR TEAM

Nathan A. Bishop, CFA
  Nathan A. Bishop, CFA
Principal
and Portfolio Manager

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Debra Gordon
  Debra Gordon
Director - Marketing
and Client Relations

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Adam T. Eagleston, CFA
  Adam T. Eagleston, CFA
Principal
and Portfolio Manager

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Joseph P. Condren, CFA
  Joseph P. Condren, CFA
Principal, COO and CCO

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B. Rapking - Operations Associate
  Brad J. Rapking
Equity Trader

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Nathan M. Bailey, CFA - Associate Portfolio Manager
  Nathan M. Bailey, CFA
Associate Portfolio Manager

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John A. Ferguson, CFA
  John A. Ferguson, CFA
Principal
and Portfolio Manager

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Michael R. Knapke
  Michael R. Knapke
Manager - Marketing and 
Client Relations

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  Nathanael A. Stewart, CFA
Associate Portfolio Manager
and Research Analyst

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Kevin P. Whelan, CFA
  Kevin P. Whelan, CFA
Principal
and Portfolio Manager

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Matt Mautino
  Matt Mautino
Operations Support

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David W. Wagner III
  David W. Wagner III
Research Analyst


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  Jakki L. Haussler, Esq., CPA
Founder and CEO

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Len A. Haussler, CFA, CPA
  Len A. Haussler, CFA, CPA
Founder
and Portfolio Manager

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  CONTACT INFO

221 E. 4th Street, Suite 2700
Cincinnati, OH 45202
Office: (513) 621-6787
  CONNECT WITH US

        
         
Copyright © 2017. Opus Capital Management. All Rights Reserved