About Perkins

Perkins has focused on building diversified portfolios of what they believe to be high-quality, undervalued stocks with favorable risk/reward characteristics for over 29 years. The seasoned investment team has an average of 14 years of industry experience and has experienced very low turnover. Through rigorous downside analysis conducted prior to the determination of upside potential, the firm has historically balanced outperformance in down markets with participation in up markets. Perkins manages small-, mid- and large-cap value institutional separate accounts as well as mutual funds.

Key Strengths

• Singular approach to value investing for over 29 years
• Highly disciplined investment approach
• Established and experienced investment team
• Historical outperformance in down markets with participation in up markets

Value Philosophy

Perkins seeks to outperform their benchmark and peers over a full market cycle by building diversified portfolios of what they believe to be high quality, undervalued stocks with favorable reward to risk characteristics. They believe that rigorous downside analysis conducted prior to determination of upside potential allows them to mitigate losses during difficult markets and perform well in up markets.