Home > Private Wealth Management > Value Accounts

Value Accounts

Private Market Value with a CatalystR

All Cap Value

We use a three-pronged approach to value securities: free cash flow, earnings per share trends and Private Market Value (PMV) analysis. Once we have identified fundamental bargains, we seek a catalyst or element of change that will surface value and attract investor attention. Each portfolio is separately managed and customized to meet specific client needs. Our objectives are: 10% real rate of return, capital preservation and risk control through diversification and internally generated research.

Printable Factsheet

Large Cap Value

We use fundamental research to identify undervalued firms and determine the investment case and catalysts needed in order to unlock the value over one to three years. We look for companies in out of favor sectors relative to the economic or operating environment, companies that are undervalued on an asset valuation basis and temporarily out of favor growth companies.

Small Cap Value

We use a three-pronged approach to value securities: free cash flow, earnings per share trends and Private Market Value (PMV) analysis. Once we have identified fundamental bargains, we seek a catalyst or element of change that will surface value and attract investor attention. Each portfolio is separately managed and customized to meet specific client needs. Our objectives are: 10% real rate of return, capital preservation and risk control through diversification and internally generated research.