Rafe Resendes and strategies featured in Business Insider

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A market-beating investor on Charles Schwab’s exclusive list of top-tier mutual funds explains why he believes traditional value investing never really worked — and shares his strategy for identifying the best cheap stocks

Applied Finance
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

Institutional Investor features Applied Finance – How a Small Manager Won a Huge Pension

Employing a strategy that is a little different from many of its peers, the value investor secured a mandate from GPIF — the world’s largest pension — in October, following a due diligence process that started that summer. Value has been underperforming since the global financial crisis, but started to come back in 2021. […more]