Value Investing



Strategy Profile

Strategy Characteristics

Number of Holdings
7 - 14
Russell 1000 Value Index
S&P 500 Index

Strategy Summary

Invests in companies with larger market capitalizations. Subject to price, any publicly traded company with above average economics that is not small (as defined by the Russell 2000 Index) would be a potential investment in this portfolio. We concentrate in our most attractive companies. Typically, we will hold 7 to 14 companies. These are great (as opposed to only good) businesses selling at extremely compelling price to value ratios. Vulcan Value Partners Focus portfolio exists to enable us to overweight capital in Vulcan Value Partners’ most attractive ideas.


Investment Philosophy

One team. One philosophy. One process.

Evaluating investment opportunities is a process; one we undertake with discipline and intentionality. Our primary objective is to minimize risk. We have always believed that by concentrating on not losing money, making money should take care of itself. We also analyze a company’s competitive strengths to ensure it meets our intended investment horizon of five years. Finally, we assess the human element, understanding that we are investing in real businesses run by real people facing real issues. We are not traders or speculators. We want to be long-term owners in a collection of superior business enterprises.

Learn more about our Investment Philosophy





Vulcan Value Partners, LLC is an investment adviser registered with the Securities and Exchange Commission under the Investment Adviser Act of 1940. Please reference Important Disclosures and Definitions and Material Risks included on this website.

Managed Accounts are available only for institutional and private clients of Vulcan Value Partners, LLC, a federally registered investment advisor. Vulcan Value Partners Funds are distributed by ALPS Distributors, Inc. Separately Managed Accounts and related investment advisory services are provided by Vulcan Value Partners, LLC, a federally regulated investment advisor. ALPS Distributors, Inc. is not affiliated with Vulcan Value Partners, LLC.

The S&P 500 Index is an unmanaged index of 500 common stocks chosen for market size, liquidity, and industry group representation. It is a market-value weighted index. The Russell 1000® Value Index measures the performance of the large-cap value segment of the U.S. equity universe. It includes those Russell 1000 companies with lower price-to-book ratios and lower expected growth values. Investors cannot invest directly in an index.

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