The Valuation Dividend returned 12.06% in 19Q1, vs. 11.93% for its benchmark Russell 1000 Value, on a total return basis. The memories are still fresh that the US large cap equity market lost more than [...more]
The Valuation 50 returned 15.39% in the 1st quarter of 2019, outperforming the SPY by 187 bps. The Valuation 50 outperformed the SPY by 191 bps and 14 bps in January and March respectively, and [...more]
Valuation Driven Investing begins and ends with calculating the intrinsic value of every stock in a benchmark against which a portfolio is constructed, and comparing those values against traded prices. All of Applied Finance’s portfolios [...more]
A corporate performance metric should provide insights into what a firm is worth. Most money managers utilize common earnings-based measures of corporate performance and value, which are suspect and easy to manipulate. Applied Finance developed [...more]
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