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Value Investment Process
Runde Value Strategy
Runde Large-Cap Value
The Runde Value process is based on a highly-diversified, fundamentally-based, process-driven approach. The fundamental inputs are stock price, dividends, earnings per share, yield and coverage ratio. The Runde Value process is an above-average yield process. The process has been consistently applied for more than ten years and has proven replicable across market capitalizations and market environments. The Runde Value process is based on a proprietary filter developed in-house. The filter allows for the screening of a large number of securities simultaneously in order to identify overvalued and undervalued stocks. Runde's highly-diversified portfolios reduce exposure to corporate event risk. Runde's low turnover mitigates style-drift.
Runde Large-Cap Value is a long-only, dividend-driven, predominantly U. S. large-cap equity product.  The benchmark for Runde Large-Cap Value is the Russell 1000 Value.

See Performance Versus Benchmark 

See Fact Sheet - Large Cap Value


Runde Small/Mid-Cap Value
Runde Small-Cap Value
Runde Small/Mid-Cap Value is a long-only, dividend-driven, predominantly U. S. small/mid-cap equity product.  The benchmark for Runde Small/Mid-Cap Value is the Russell 2500 Value.

See Performance Versus Benchmark 

See Fact Sheet - Small/Mid Cap Core
Runde Small-Cap Value is a long-only, dividend-driven, predominantly U. S. small-cap equity product.  The benchmark for Runde Small-Cap Value is the Russell 2000 Value.

See Performance Versus Benchmark 

See Fact Sheet - Small Cap Value
Runde & Co. LLC is registered with the Securities and Exchange Commission as an investment adviser under Section 203(c) of the Investment Adviser Act of 1940.