Skip to navigation

Strategies

Ceredex Value Advisors offers value equity investment strategies in large cap, mid-cap and small cap portfolios. Across the market capitalization spectrum, we subscribe to the same philosophy and apply the same methodology. Each of our portfolios utilizes a long-term investment philosophy, typically 12-24 months, which focuses on capital appreciation with a secondary objective of income.

To invest in an Institutional Separate Account please contact Sarah Thompson at: 407-674-1250 or sarah.thompson@ceredexvalue.com.

Large Cap Portfolio

The Large Cap Value Equity strategy invests in common stocks of large cap, dividend-paying companies whose market cap is represented by the Russell 1000® Value Index.

This portfolio is available through individually managed accounts, subadvisory relationships and as a collective investment trust.

Mid-Cap Portfolio

The Mid-Cap Value Equity strategy invests in common stocks of dividend paying companies whose market cap is represented by the Russell Midcap® Index.

This portfolio is available through individually managed accounts, subadvisory relationships and as a collective investment trust.

Small Cap Portfolio

The Small Cap Value Equity strategy invests in common stocks of small cap, dividend-paying companies with market capitalizations similar to the companies in the Russell 2000® Index.

This portfolio is available through individually managed accounts and subadvisory relationships. 

Designed and created by DDM Marketing & Communications.