Key differentiators of JECohen’s Value Strategy:

• Contrarian Value Approach
  • Build portfolios with out of favor positions with exceptional turn-around potential
• Dynamic Investment Process
  • Disciplined implementation but flexible to adjust to evolving market conditions
• Concentrated Alpha
  • Portfolio returns derived from limited number of high conviction positions
• Rigorous Research
  • Fundamental research allowing for development of differentiated view of a company/security value
• Long Term Investment Horizon
  • Opportunistically harvest gains and redeem profit at most appropriate time
• Scalable Solution
  • Access available through different investment vehicles allows for cost effective participation by all investor types
• Patient Investor Capital Base
  • Committed clients who believe in the firm and strategy