Our Valuation Driven® investment process is unlike that of any other asset manager. We built and maintain a proprietary research database of over 20 million out of sample valuations, unavailable to any other investment managers, based on our Economic Margin® Framework.
Because our framework and research process is proprietary, we believe this provides us a sustainable and repeatable edge in providing our investors superior long-term wealth creation.
Ultimately, our edge is the Valuation Driven® culture we created that permeates all our research and portfolio construction processes. Our Valuation Driven® process differs greatly from managers relying on less rigorous approaches, or commonly available data such as price multiples, price momentum, and other commodity financial data.
Our process combines proprietary quantitative insights and qualitative analysis to varying degrees based on each strategy.
We aim to identify high quality and undervalued companies, across all economic sectors, which have the capacity and potential to thrive in economic cycles and outperform the overall over complete market cycles.
Valuation 50 Investment Strategy
Seeks superior risk-adjusted returns and tax efficiency by investing in U.S. large-cap companies
Valuation Small Investment Strategy
Seeks superior risk-adjusted returns by investing in U.S. small-cap companies
- Mutual Fund – Explorer Fund Factsheet
Valuation Dividend Investment Strategy
Seeks superior risk-adjusted returns, tax efficiency and above average yield by investing in U.S. large-cap companies
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The information contained on this website is distributed for informational purposes only and should not be considered investment advice or a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. The information contained on this website is believed to be accurate as of the date submitted, and is subject to change. Any performance information referenced on this website represents past performance and is not indicative of future returns.