Sunnymeath Value Equity
- Strives to outperform the broad market over a full market cycle and to provide competitive risk-adjusted returns.
- Invests in small-, mid-, and large capitalization value equities, letting valuations and return opportunities drive the disciplined investment process.
- Focus is on constructing a diversified equity portfolio, however the strategy may not invest in all major market sectors if the valuations in certain industries are deemed excessive or too fraught with risk.
- Second Quarter 2018 Equity Market Commentary by James O'Mealia (July 10th)
The Sunnymeath Value Equity Strategy has an inception date of September 13, 2005. The U.S. Dollar is the currency used to express valuations and performance. Results are based on fully discretionary accounts under management. Returns are presented net of an assumed 0.65% annual management fee that is amortized monthly and include the reinvestment of all income. Past performance is not indicative of future results.
The specific manner in which investment advisory fees are charged by Granite Springs Asset Management, LLC is established in each client’s respective Investment Advisory Contract (IAC). Actual investment advisory fees incurred by clients may vary. Investment advisory fees are negotiable. Additional information on Granite Springs Asset Management, LLC's investment advisory fees can be found on its Form ADV, Part 2A.