Our deep research roots allow us to provide a level of support that goes above and beyond what traditional outside managers offer. We empower advisors and portfolio managers to help them differentiate their practice.
Here are a few ways your firm could benefit by partnering with our firm:
• Better Engage with their clients • Quickly evaluate one-off legacy holdings • Analyze a prospective client portfolio • Understand the holdings in our strategies • Explain Market movements and insights
For every holding in our strategy has an initial buy thesis published along with updates for any moves in price greater than 10%. These reports are also supported by full proforma models using Applied Finance robust valuation approach, this ensures full transparency throughout the portfolio management process.
Beyond stock specific research, we provide unique market insights which provide a very different perspective on current events and market movements. Our research support helps advisors stay informed about relevant information in client portfolios, communicate about holdings more effectively and develop stronger client relationships.
The Gross Profitability Trap “But this time, it’s different!” More foolish words are rarely spoken in the financial industry, but they always seem to find their way back into the stock market lexicon. A firm’s [...more]
Valuation Driven™ Investing begins and ends with calculating the intrinsic value of every stock in a benchmark against which a portfolio is constructed, and comparing those values against traded prices. All of Applied Finance’s portfolios are Intrinsic Value Driven™, which differs significantly from a “value” perspective. To gain a better understanding into Applied Finance’s Intrinsic Value Driven™ approach, let’s first review traditional approaches to “Value”.
The traditional approaches to finding undervalued stocks use a simple ratio such as P/E or P/B, or a mix of them. These common approaches to value come with many shortcomings: […more]
Over the past couple months, worsening macro economic conditions, declining corporate profitability and a bottomless stock market have investors longing for the good old days when the economy delivered steady increases in GDP growth with [...more]
A corporate performance metric should provide insights into what a firm is worth. Most money managers utilize common earnings-based measures of corporate performance and value, which are suspect and easy to manipulate. Applied Finance developed the Economic Margin (EM) framework to remove the noise inherent in accounting data.
Traditional accounting-based valuation methods provide an incomplete view of a company’s value by not accounting for the investment needed to generate the earnings, cost of capital, inflation or cash flow. […more]
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