web analytics

Our analysts are experts in the Applied Finance Economic Margin methodology and gain tremendous leverage from utilizing our live valuation database when analyzing existing holdings or new ideas. Our team saves time, and analyzes from a consistent perspective, which we believe leads to better answers as evidenced by the consistent performance of the Valuation 50 and Valuation Dividend strategies.

With a 17-year average tenure of our analyst team and 20 million valuations performed firm-wide, we believe we are uniquely experienced to identify companies trading at discounts to intrinsic value. We believe we have clearly demonstrated the ability of our analyst team and the sustainability of our process through the consistent outperformance of our equity strategies.

ValuationEdge™ Newsletter

Join to receive updates and exclusive

Valuation Driven® insights!

You have Successfully Subscribed!