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The Power of Excess Capital: A New Chapter in Value Investing

Explore how the Excess Capital Yield (ECY) framework identifies companies with the financial flexibility to drive alpha in the Value asset class. By combining this unique philosophy with cutting edge analytics including AI-powered insights, this approach targets sustainable returns beyond dividends, redefining value investing for today’s dynamic markets.

James Dorment

Co-head of fundamental research and portfolio manager

Allianz Global Investors

James is co-head of fundamental research and a portfolio manager for the large cap value strategies at Voya Investment Management. Prior to joining Voya, he was a senior research analyst from Columbia Management. Previously, he worked at U.S. Trust analysing and investing in a broad range of industries in both public and private equity markets.

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William Theriault

Senior client portfolio manager, value equities

Allianz Global Investors

William is a senior client portfolio manager for the large and mid-cap equities on the equity investment management team. Prior to joining Voya, Bill was a senior portfolio manager for unified managed account programs (UMA) services (PAS) at Morgan Stanley Smith Barney. Previously he served as a portfolio manager for Citigroup Asset program and worked on the corporate planning and analysis team. Bill earned an MBA in finance and corporate economics from the University of Rochester.

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Roland Bagnall

Business developer, London

Allianz Global Investors

T: +44 (0)79 1755 7687

E: Roland.bagnall@allianzgi.com

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