We follow the same disciplined investment process for each of our strategies.
- Screen
We use a proprietary computer model to identify the deepest value portion of the investment universe, which becomes the focus of our research efforts. - Research
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 any benchmark. - Ongoing evaluation
We continuously monitor each investment to make sure we still believe that we got it right. - Sell
We sell a security when it reaches the midpoint of our proprietary screening model which we judge to be “fair value.”
