Separately Managed Equity
Portfolios You Can Understand
Investors need to thoroughly
understand the basis upon which their portfolios are managed. And they need to understand the
opportunities and risks associated with long term investment in equities if they are to withstand the
short-term market forces acting upon the prices of their securities.
Intrinsic Value Asset Management is committed to providing its clients with
clear explanations of how companies generate economic
returns and what that implies for strategy, style and
Small and Medium Sized Institutions
The income and
total return requirements of small pension funds,
endowments and foundations combined with disciplined risk
management and control are the key elements of building
conservative institutional equity portfolios.
Cash flow is the lifeblood of
corporate wealth creation.
The Value Drivers like sales
growth, gross margin, working capital needs require
accurate forecasts to generate intrinsic values.
The quality of stewardship of
a company's management in allocating capital is a critical
component in the ability of any analyst to have confidence
in his/her forecasts of Value Drivers.