LSV Asset Management
LSV Asset Management is an investment management firm headquartered in Chicago, Illinois. Founded in 1994, it specializes in value equity management and serves institutional investors, including pension funds, foundations, and corporations. The firm employs approximately 44 professionals and manages over $91 billion in assets, focusing on a quantitative approach to portfolio management.
Investment Strategy
LSV Asset Management implements a value-oriented, quantitative investment strategy. The firm utilizes sophisticated mathematical models and behavioral finance principles to identify undervalued equities with potential for outperformance. Their process combines rigorous research, systematic portfolio construction, and risk management geared toward institutional clients. LSV typically seeks to capitalize on inefficiencies in global equity markets by adhering to disciplined, empirical investment processes and striving for long-term, risk-adjusted returns.
Top Holdings
Equity Positions (797)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T T | AT&T Inc | 1.62% | $692.8M | 23,938,216 | $22.93 | $28.94 | -$40.5M |
C CSCO | Cisco Systems Inc | 1.44% | $616.1M | 8,880,766 | $27.96 | $69.38 | +$56.5M |
B BK | Bank of New York Mellon Corp/The | 1.33% | $570.3M | 6,259,101 | $46.57 | $91.11 | +$17.0M |
W WFC | Wells Fargo & Co | 1.28% | $547.3M | 6,830,700 | $42.64 | $80.12 | +$38.5M |
C C | Citigroup Inc | 1.26% | $536.4M | 6,301,862 | $46.59 | $85.12 | +$78.3M |