We focus on identifying stocks that are trading at a discount to intrinsic value and more compelling valuation relative to sector peers. The firm generally focuses on identifying opportunities at a company level and avoids macro or sector bets. The firm uses sector and industry diversification to mitigate single position risk and ensure that the stocks in the portfolio are not highly correlated.
Each holding represents a relatively small portion of the total portfolio.
Market Cap Equal Weighted
“The greatest risk to your stock portfolio is owning overvalued equities.”
– Applied Finance