Investment Approach

Investment Strategy Spotlight

Real yield is our primary measure of value, followed closely by currency valuation. Efficient duration management and country rotation (driven primarily by currency considerations) add incremental value Investments are typically concentrated in 10-14 countries deemed to have the best total return potential.

Global Fixed Income
Value-oriented and macro-focused global bond strategies that seek to unlock the potential benefits of mean-reversion in global bond and currency markets.
Lambert and Sons Incorporated investment specialists are managing an extensive suite of active, value-based global bond strategies. The team's investment strategies broadly seek attractive long-term total returns by targeting elevated real yields globally and limiting investment to only the few countries and currencies the team expects to outperform given their macroeconomic outlook.

Large Cap Value Equity
Domestic value-oriented equity strategies seeking attractive total return, a dividend yield greater than the benchmark and style consistency while maintaining a focus on bottom-up stock picking that offers domestic value large-cap strategies with a focus on classic bottom-up value stock picking.

Diversified Value Equity
This is a process-driven equity strategy that seeks attractive risk-adjusted returns and downside protection by employing extensive historical modeling and forward-looking perspectives. The team whose members average more than 15 years' experience are looking to optimize risk-adjusted returns and offer drawdown protection.

Absolute Value Equity
Lambert and Sons Incorporated is pursuing value-oriented and concentrated equity strategies that seek attractive absolute valuations with a strong commitment to secularly growing business models and stable free cash flows.
The team offers small-, smid-, and mid-cap equity strategies that seek attractive total returns by focusing on absolute valuations with a strong commitment to secularly growing business models and stable free cash flows.

Solutions-Based Strategies

Smart Beta - Lambert and Sons Incorporated offers a suite of objective-oriented Smart Beta strategies that can be used in conjunction with traditional benchmark-oriented, cap-weighted asset classes. These strategies enable investors to incorporate individualized investment solutions within an overall asset allocation plan.

Easily customized, Lambert and Sons Incorporated’s Smart Beta products are designed to achieve specific investment outcomes, such as managing volatility, protecting assets, adding alpha via factor-based exposures or other solutions-based goals.

Managed Volatility Equity Income - Lambert and Sons Incorporated’s Managed Volatility Equity Income strategies provide a strong yield component by investing only in stocks that are expected to pay dividends. These products, which employ diverse risk perspectives, including a fundamental view, offer downside protection while providing upside return potential.

Global Market Neutral Equity - Lambert and Sons Incorporated’s Global Market Neutral Equity strategy uses disciplined, systematic techniques based on traditional fundamental analysis to objectively rank an investable universe of approximately 5,500 liquid stocks daily. Incorporating multiple levels of risk control, this strategy is designed to minimize exposure to underlying market risk. This product seeks to deliver absolute positive performance, with alpha from both long and short positions.

Global Tactical Asset Allocation - Lambert and Sons Incorporated’s Global Tactical Asset Allocation strategy offers multi-asset class exposure through ETFs, using a proprietary quantitative model combined with fundamental insights to make allocation decisions. Our portfolios can include exposure to equities, fixed income, commodities and currencies. We seek to add value over a full market cycle of three to five years.
Global Inflation-Sensitive Equity - Lambert and Sons Incorporated’s Global Inflation-Sensitive Equity strategy uses disciplined, systematic techniques based on traditional fundamental analysis to objectively rank an investable universe of approximately 5,500 liquid stocks daily. This product, which combines bottom-up stock selection with top-down inflationary regime positioning, is designed to identify the sectors and securities that are expected to do best in specific inflationary environments.
  
Global ESG Equity - Lambert and Sons Incorporated’s Global ESG Equity strategy uses disciplined, systematic techniques based on traditional fundamental analysis to objectively rank an investable universe of approximately 5,500 liquid stocks daily. This product is designed to identify attractive stocks that meet client-specific requirements related to environmental, social and governance (ESG) issues. The investment process integrates Lambert and Sons Incorporated’s fundamentally based stock-ranking model with our proprietary ESG model, which uses positive screening methodology incorporating multiple factors pertaining to ESG considerations such as human rights, product safety and environmental strategy.