Value Equity Investment Process

Investment Strategy

Management Team

The team employs a disciplined, bottom-up approach to core investing. They use a multifactor model to screen companies and select stocks. By using both quantitative and qualitative analysis, the team is able to help identify undervalued stocks with strong earnings momentum potential, earnings estimate revisions and relative strength.

A Broadly Diverse Universe comprising the 1,500 largest publicly traded companies, including all stocks listed in the S&P 500 and Russell 1000 Indexes.
A Refined Quantitative Process that ranks stocks using a proprietary, multifactor value – the Affinity Score – refined and proven for nearly two decades.
Systematic Stock Selection: Fundamental Overlay employed to evaluate the fundamental characteristics of the “Best of Breed” candidates, and to focus on the most attractive opportunities.
Comprehensive Risk Analysis designed to closely match the risk profile of the S&P 500 across a wide range of important characteristics.
Disciplined Portfolio Construction integrates the results of systematic stock selection and comprehensive risk analysis

		QUICK LINKS

		Strategy Guide Quarterly Update Pitchbook Portfolio Holdings

Please consider the investment objectives, risks, and fees of the program carefully before investing. The Sponsor’s Disclosure Document contains this and other important information. The Disclosure Document is available upon request from your Financial Advisor. Please read it carefully before investing.

This material does not constitute an offer to buy or sell any financial instrument or participate in any trading strategy. The information and analyses contained herein are not intended as tax, legal or investment advice and may not be suitable for all investors' specific circumstances. Please refer to the Form ADV Part II for important information about the investment manager. Your Financial Advisor can provide this document.

Van Kampen is a wholly owned subsidiary of a global securities firm which is engaged in a wide range of financial services including, for example, securities trading and brokerage activities, investment banking, research and analysis, financing and financial advisory services.

Not FDIC Insured—Offer Not Bank Guaranteed—May Lose Value
Not Insured By Any Federal Government Agency—Not A Deposit

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