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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 between $50 Million and $3 Billion.

This portfolio is available through individually managed accounts and subadvisory relationships. Effective April 20, 2012, the Small Cap Value Equity Strategy closed to new investors.

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