Identifying Fundamental Strategies in Active Equity Investing

Maria is a portfolio manager at a leading investment firm, and she specializes in active equity investing. Recently, she has been tasked with analyzing the potential of a company in the technology sector. To identify undervalued stocks, Maria plans to utilize a fundamental investment strategy that focuses on analyzing the company’s financial statements, management effectiveness, and market position.

In her analysis, she discovers that the company has a strong balance sheet, consistent free cash flow, and a history of returning capital to shareholders through dividends and share repurchases. With this information in mind, which of the following active equity investing strategies best aligns with Maria’s approach to investing in this technology company?