Cohen & Steers Real Estate Securities Fund - Keywords

 

FUND OVERVIEW

  • Global Asset Manager
  • High Conviction
  • Global Research Team
  • Long History of Strategy
  • Deep Sector Knowledge
  • Deep Sector Knowledge
  • Uncorrelated Assets

INVESTMENT FOCUS

  • Real Estate
  • Healthcare REITs
  • REITs
  • Residential REITs
  • Office REITs
  • Retail REITs
  • All Market Caps

INVESTMENT PHILOSOPHY

  • Total Return Focus
  • Relative Value
  • Own High Conviction Stocks

INVESTMENT PROCESS

  • Demand and Supply Analysis
  • Price Conscious
  • Bottom-Up Selection

RESEARCH PROCESS

  • Fundamental Analysis
  • Deep Dive Research
  • Property Type and Property Sector Analysis
  • Private Market Value Analysis
  • Growth Longevity Analysis
  • Daily Valuation Analysis
  • Consensus Decision Process
  • Itertative Analysis Approach

PORTFOLIO CONSTRUCTION

  • Total Return Driven
  • Geographically Diversified
  • Real Estate
  • Concentrated
  • Benchmark Aware
  • Diversified across Markets Caps
  • Diversified across Sectors
  • High Conviction Stocks

RISK CONTROL

  • Position Size
  • Constant Reviews
  • Stock Selection Process
  • Tracking Error Limit of 2%
  • Scenario Analysis

MISSION

  • Generate 200 basis points of Alpha