Founded in 1981, the Markston is a tenured investment team with a 38-year history.
Markston's Portfolio Managers currently manage 3 equity products: U.S. All Cap, U.S. Large Cap Core, and U.S. Large Cap Value.
US Large Cap Value generally invests in securities with a market capitalization greater than $5 billion. There are typically 25 - 40 holdings with portfolio turnover of 25 - 40%. New positions generally begin at 1 - 2% of the portfolio; however, the highest conviction ideas can grow beyond 5%.
We have been employing a "Value with a Catalyst" process since our inception in 1981. We believe it is a flexible methodology that allows us to span the market capitalization spectrum in our quest for alpha.