Our Deep Value Strategies
All leverage classic value strategies proven in both academic research and successful application by legendary investors over the last 100 years. These are the highest performing deep value strategies available today.
Collect fat dividend yields while protecting your principle investment by buying stocks below net current asset value. Buy net nets the way Ben Graham used to.
Taking both Market Cap and Total Debt into account, this strategy identifies great activist investor targets, providing a large kick to the returns of plain vanilla low PE stocks.
Negative Enterprise Value
Get paid to own a stock. These have cash in excess of their market cap and total debt. A rocky strategy with huge performance.
Walter Schloss said the lowest Price to Book value stocks produce the highest returns. We agree, but look for ultra cheap prices relative to net tangible assets.
Simple Way 2.0
A natural evolution of Graham's 1976 Simple Way strategy. Our Simple Way 2.0 strategy adds dividend and Price to Book value components, reducing risk and dramatically increasing returns.