Investment Philosophy

At Sasco Capital, we believe the best opportunities to add alpha come from identifying undervalued investment ideas, undertaking independent research and adopting a long-term investment view. We believe that out-of-favor companies that have fundamentally underperformed represent a real pocket of market inefficiency.  These companies are frequently mispriced and offer relatively low price risk because expectations are quite minimal. Good stock selection is the main driver of the performance of this product, where the focus is on undervalued companies that will reap the benefits of restructuring/turnaround actions that will drive the earning power of the company and its stock price.

To learn more about our approach, click here.

“We don’t start off looking for just statistically cheap stocks… but underperforming companies with a hidden jewel and a management team motivated to restructure the company and unlock higher earnings power.”