"Value with a Catalyst" Product Platform


We currently offer four products with the following benchmarks and alpha generation objectives:


  • All Cap (Russell 3000 Index); A market cap agnostic"Go Anywhere" approach.

  • S&P 500 Active (S&P 500 Index); A "Go Anywhere" approach with a"Quality" overlay.

  • SMID Cap (Russell 2500 Index); A "Go Anywhere" approach with a "Size" overlay.

  • Concentrated US Large Cap Value (Russell 1000 Value Index); A focused "circle of competence" approach with a"Quality" & "Absolute Value" overlay.

445 Hamilton Avenue, Suite 407
White Plains, NY 10601

info@markston.com  |   914.761.4700

© 2017 by Markston International LLC