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Market in Pictures – Issue #6


  • Applied Finance, a thought leader in valuation and portfolio construction, is a true “value” investment management company.  Unlike the majority of firms today that focus on low multiples to define “value”, we define value as identifying companies trading below their intrinsic value.  Our Valuation Driven™ approach forms the foundation of our investment decisions...more


Valuation and Wealth Creation’s Enhanced Capital Allocation Line

In June, Applied Finance published an article that explored the role of intrinsic value in passive indexing where we studied various value-weighted approaches to form position sizes based on market value, book value and intrinsic [...more]

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