Equity Strategy

Overbrook's equity strategy seeks long-term capital appreciation through a portfolio of companies across all market caps with attractive growth profiles and high dividend yields with moderate turnover. We are focused on achieving an absolute rate of return for our clients over a long-term investment horizon.

Investment Process
We employ a strategy that uses a value-oriented, event-driven approach to identify mispriced situations with re-rating potential on both the long and short side. A flexible approach enables us to capitalize on opportunities throughout the economic cycle and across the capital structure.

Investment themes will be identified across all sectors of the market with an emphasis on Financial & Business Services, Infrastructure, Natural Resources, Telecom & Media, and Transportation. The market capitalization of companies in our clients' portfolios will generally be in the range of $500 million -$10 billion. A client portfolio may own approximately 20-35 core equity securities, and the typical holding period will be 12-36 months.