Our proprietary Absolute Value® approach is the foundation for each one of our investment strategies
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Small Cap Value

Value oriented portfolio of small cap equity holdings

Small-Mid Cap Value

Value oriented portfolio of small-mid cap equity holdings

Mid Cap Value

Value oriented portfolio of mid cap equity holdings

Large Cap Value Select

Value oriented portfolio of large cap equity holdings

Dividend All-Cap Value

Value oriented portfolio of all cap equity holdings paying high and growing dividend yields

Focused Absolute Value®

Value oriented portfolio of all cap equity holdings

March 1, 2021

Quality Investing: Owning the Best Companies for the Long Term

Lawrence A. Cunningham

The book is the result of an accomplished asset manager’s internal review of some of its biggest winners. The authors do an excellent job of presenting the substance of their investment approach. Most managers proclaim the importance of strong cash flows, returns, and management, but then a quick glance at their holdings and there seems to be a disconnect. The strength of this book is in the many stock examples, which bring to life their disciplined and patient approach. As value investors, we appreciated their thoughtful views on the limits of valuation and quantitative data.

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