We follow the same disciplined investment process for each of our strategies.
We use a proprietary computer model to identify the deepest value portion of the investment universe, which becomes the focus of our research efforts.
We conduct intensive fundamental research to understand the earnings power of the business, the obstacles it faces, and its plans for recovery.
- Team investment decision
A three-person portfolio management team makes the final decisions for each strategy. We build portfolios without regard to benchmarks.
- Ongoing evaluation
We continuously monitor each investment to assess new information.
We sell a security when it reaches the midpoint of our proprietary screening model which we judge to be “fair value.”