Easterly Investment Partners Marks One-Year Anniversary of US Value Equity Fund

Available through Heptagon Capital UCITS platform

Expanded availability globally for the firm’s all-cap value investing strategy

BEVERLY, Mass.–(BUSINESS WIRE)–#UCITEasterly Investment Partners (EIP), an asset management company that partners with best-in-class boutique managers, marked the first anniversary of the Easterly US Value Equity Fund, an Undertakings for the Collective Investment in Transferable Securities (UCITS) fund intended for the global marketplace.

Managed by EIP, the Easterly US Value Equity Fund is offered as a sub-fund through Heptagon Capital’s Ireland-domiciled UCITS fund company. It is managed according to the same investment principals, philosophy and execution of approach as EIP’s US equity, all-cap value strategy, which seeks to achieve long-term capital growth by investing in a portfolio of undervalued US equities.

“We are proud to mark the anniversary of the launch of the Easterly US Value Equity Fund, our first true step into the global asset management marketplace,” said Easterly Head of Distribution Michael Collins. “The fund is aligned with Easterly Investment Partners’ value-based philosophy, employing the same contrarian and catalyst-driven approach to investing, and we’re pleased to see the positive reaction globally to this strategy.”

The Easterly US Value Equity Fund aims to achieve long-term capital growth by investing in a portfolio of US equities, unconstrained by market capitalization. The portfolio consists of 25-40 of the best value investment ideas, across all market caps. The EIP team subjects each name to a rigorous, fundament research process and uses predictive analysis to help identify the presence of a catalyst that will unlock value. This process seeks above-average returns with below-average risk. The fund is benchmarked to the Russell 3000 Value.

The Easterly US Value Equity Fund is managed by EIP Co-Chief Investment Officer & Portfolio Manager Jack Murphy. “Our all-cap strategy is intended to execute on the best investment ideas, regardless of sector or market cap,” said Murphy. “This strategy gives us the latitude to find the most outstanding value opportunities among US stocks and the Easterly US Value Equity Fund makes these opportunities available to investors outside of the US marketplace.”

The Easterly US Value Equity Fund, available through Heptagon Capital’s UCITS fund company, is registered for sale in Austria, Denmark, Finland, France, Germany, Ireland, Italy, Luxembourg, Netherlands, Norway, Spain, Sweden, Switzerland and the United Kingdom. Easterly Investment Partners offers US investors a full range of value equity strategies across the market capitalization spectrum.

About Easterly

Easterly is a multi-affiliate platform of high-performing boutique investment managers. Founded by industry veterans with over 20 years’ experience, Easterly is committed to bringing investors innovative and novel strategies by partnering with quality managers who are craftsman in their respective asset classes and investment processes. Our platform provides boutique firms a partnership that delivers a foundation to scale their business with best-in-class solutions in marketing, sales, technology, operations, human resources and finance. Through our platform partnerships, we connect investors with a broad set of differentiated investment opportunities. For more information, please visit Easterly at https://easterlypartners.com/.

About Easterly Investment Partners

Easterly Investment Partners (EIP) combines experienced teams and their investment strategies with the robust framework and institutional diligence of Easterly. Our current investment line-up spans the entire value equity market cap spectrum. Guided by a consistent contrarian investment philosophy, our value strategies are led by industry veterans and experts that have refined their craft and delivered strong performance through multiple market cycles. As of June 30, 2021, EIP had approximately $3.8 billion of assets under management. For more information, please visit EIP at https://easterlyip.com/.

Disclaimers

This communication contains forward-looking statements, which reflect the views of Easterly Investment Partners LLC. These forward-looking statements can be identified by reference to words such as “believe”, “expect”, “potential”, “continue”, “may”, “will”, “should”, “seek”, “approximately”, “predict”, “intend”, “plan”, “estimate”, “anticipate” or other comparable words. These forward-looking statements or other predications or assumptions are subject to various risks, uncertainties and assumptions. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements. Should any assumptions underlying the forward-looking statements contained herein prove to be incorrect, the actual outcome or results may differ materially from outcomes or results projected in these statements. Easterly Investment Partners LLC and its affiliates do not undertake any obligation to update or review any forward-looking statement, whether as a result of new information, future developments or otherwise, except as required by applicable law or regulation.

The information provided in this communication should not be considered a recommendation or solicitation to purchase or sell any particular security or investment strategy. It should not be assumed that any of the securities transactions or holdings discussed will prove to be profitable, or that the final investment recommendations or decisions we make in the future will be profitable.

Investments are subject to market risk, including the loss of principal. Investment strategies described may not be suitable for all investors. Equities are subject to market risk meaning that stock prices in general may decline over short or extended periods. The information contained does not take into account any investor’s investment objectives, particular needs, or financial situation. Nothing in this material constitutes investment, legal, accounting or tax advice, or a representation that any investment or strategy is suitable or appropriate.

Information in this communication has been obtained from sources believed to be reliable but cannot be guaranteed. All opinions, projections and estimates constitute the judgment of the individual as of the date of this communication and may not be in complete agreement with Easterly Investment Partners LLC own opinion or trading strategies, and may differ from other research analyst’s opinion and investment outlook. The above information is subject to change without notice. Additional information is available upon request.

Easterly Investment Partners LLC is an investment adviser registered with the SEC. Registration does not imply a certain level of skill or training.

Contacts

Loretta Healy

The Hubbell Group, Inc.

Mobile: 781-718-1117

Email: [email protected]

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