Batterymarch Introduces Large Cap Value Strategy

Batterymarch Financial Management, a Boston-based institutional equity manager, has launched a U.S. large capitalization value equity portfolio.

The new offering from the Legg Mason, Inc. subsidiary uses quantitative techniques to model the investment disciplines of fundamental investors and uses consistent, objective criteria to analyze a universe of stocks daily.

Batterymarch’s value universe includes approximately 1,800 stocks ranging from deep value to growth-at-a-reasonable-price, according to the company. Multiple risk controls, integrated throughout the investment process, help limit performance volatility, while cost-effective trading strategies are designed for maximum preservation of alpha.

“We have adapted our core U.S. Large Cap investment approach – in place since 1991 – to meet the unique demands of a style mandate,” said Thomas Linkas, the firm’s chief investment officer, in a news release. “In our view, one of the keys to long-term outperformance for this product is its large investment universe, which reflects the full array of value-oriented stocks. Our goal is to identify value stocks that can do well across a variety of market cycles, so our multidimensional stock selection model analyzes this universe using both growth and value measures.”

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