Traditional Strategies

DGHM AllCap Value

DGHM’s AllCap Value portfolio has generated 13.1% annualized returns since its inception in 1983. The investment objective is long-term capital appreciation achieved through a portfolio of US-listed equity securities. The fund will comprise approximately 30 to 40 securities above $1 billion in market capitalization with initial and maximum position sizes of 2.5% and 6% of assets, respectively. The fund will target sector weights to 75% to 125% of the corresponding Russell 3000 Value weights and target cash to 3% of assets. Agnostic to market capitalization, the portfolio has the flexibility to invest in the most compelling small, mid, and large cap companies. Investors benefit from one relationship across the capitalization spectrum.

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DGHM AllCap Value ESG

The investment objective of the AllCap Value ESG strategy is long-term capital appreciation achieved through a portfolio of US-listed equity securities. A parallel objective is to further optimize our focus on quality companies through ESG analysis. The fund will eliminate businesses with negative social impacts, including tobacco, gaming, consumer firearms, adult entertainment, and alcohol-related stocks, while seeking to upgrade the portfolio’s ESG weighted average score. The result is a portfolio of companies that meet both DGHM’s ESG standards and its stringent valuation, financial strength, and profitability criteria. It is important to note that ESG factors alone will not make a company investable. The fund will comprise approximately 30 to 40 equity securities above $1 billion in market capitalization with initial and maximum position sizes of 2.5% and 6% of assets, respectively. The fund will target sector weights to 75% to 125% of the corresponding Russell 3000 Value weights and target cash to less than 3% of assets. Agnostic to market capitalization, the portfolio has the flexibility to invest in the most compelling small, mid, and large cap companies. Investors benefit from one relationship across the market capitalization spectrum.

Learn more about ESG investing at DGHM or see the AllCap Value ESG factsheet

 

DGHM MidCap Value

DGHM’s MidCap Value portfolio has generated 13.0% annualized returns since its inception in 1987. The investment objective of the fund is long-term capital appreciation achieved through a portfolio of mid cap US-listed equity securities. The fund will comprise approximately 30 to 40 securities between $1 billion and $25 billion in market capitalization with initial and maximum position sizes of 2.5% and 6%, respectively. The fund will target sector weights to 75% to 125% of the corresponding Russell Midcap Value weights and target cash to 3% of assets.

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DGHM V2000 SmallCap Value

DGHM’s V2000 SmallCap Value portfolio has generated 13.0% annualized returns since its inception in 1994. The investment objective is long-term capital appreciation achieved through a portfolio of small cap US-listed equity securities. The fund will comprise approximately 60 to 80 securities between $250 million and $4 billion in market capitalization with initial position sizes of 1% to 2% and a maximum position size of 4%. The fund will target sector weights to 75% to 125% of the corresponding Russell 2000 Value weights and target cash to 3% of assets.

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DGHM MicroCap Value

DGHM’s MicroCap Value portfolio has generated 14.6% annualized returns since its inception in 1990. The investment objective is long-term capital appreciation achieved through a portfolio of micro cap US-listed equity securities. The fund will comprise approximately 60 to 90 individual securities between $50 million and $1 billion in market capitalization with initial position sizes of 1% to 2% and a maximum position size of 4%. The fund will target sector weights to 75% to 125% of the corresponding Russell 2000 Value weights and target cash to 3% of assets.

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Alternative Strategies

DGHM UltraValue

DGHM’s UltraValue portfolio, a concentrated portfolio of approximately 10 securities which represent the most compelling ideas of our experienced team of Sector Specialists, has generated 10.8% gross annualized returns since its inception in 1999. Our goal is to achieve superior absolute and relative capital appreciation. The securities that we invest in are, in our opinion, deeply undervalued. We will seize the opportunity to invest in attractive businesses with excellent track records of growth and profitability, quality management, strong balance sheets, and significant free cash flow generation, across the capitalization spectrum.

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DGHM Enhanced Value

DGHM Enhanced Value, an actively managed traditional long/short hedge fund, has generated 5.9% net annualized returns since its inception in 2002. The product’s objectives are above-average risk-adjusted returns, preservation of capital, below-average volatility, low correlation to the broad equity markets, minimized risks external to stock selection, and tax efficiency.

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Customized Solutions

DGHM is firmly committed to superior responsiveness, transparency, and direct access to the investment team. We welcome the opportunity to create customized solutions for our clients. Examples of custom capabilities are targeted long/short exposures, targeted sector or market capitalization exposures, targeted volatility or beta-adjusted market exposures, product blends, sector specific products, and concentrated portfolios. Please contact us for further information on how we can accommodate your specific investment needs.