Intrinsic Value Capital Management (IVCM):
Intrinsic Value Capital Management (IVCM) implements disciplined rigorous intrinsic value investing strategies, to identify undervalued investment opportunities. The diagram (below) points out the differences between Modern Portfolio Theory (MPT) vs. Intrinsic Value Investing.
Most Wall Street firms tend to be focused on short-term results, often overlooking highly-profitable undervalued businesses experiencing a temporary downturn in their stock price. If the undervalued business possesses a durable competitive advantage, is a business within our circle of competence, has an ethical & capable management team, whose stock price is trading at an attractive discount to intrinsic value, we may then perform a rigorous "due diligence" process, & may consider it for our portfolio. In the diagram (above), notice how MPT measures "risk" opposite to that of Value Investing. We perform our investment selection & portfolio construction process in a manner similar to that of Warren Buffett of Berkshire Hathaway during the 1970's & 1980's when he earned his highest annual returns. For more info, or to invest in the Intrinsic Value Portfolio, contact: sthompson@intrinsicfunds.com
Disclaimer: An investor should consider the investment objectives, risks, and charges and expenses of the Funds before investing. Investment in the Funds is subject to several risks including, but not limited to: investment risks, including, without limitation, market risk, management style risk, sector focus risk, foreign securities risk, nondiversified fund risk, portfolio turnover risk, credit risk, interest rate risk, maturity risk, investment-grade securities risk, junk bonds or lower-rated securities risk, derivative instruments risk and real estate securities risk.
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