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

August 1, 2025

Simple But Not Easy: A practitioner’s guide to the art of investing

Richard Oldfield

One of our all-time favorite books about investing. Many non-investors view the world of investments as either extremely boring or overly complicated. For investors like us, we can’t think of anything else we’d rather do, and the author does a wonderful job of simplifying the process of investing. This is not to say that it’s easy, as the majority of investors have proven unable to beat their benchmarks. He takes an entertaining trip through the asset classes and what to look for in a manager, as well as a few tips for managers themselves. My favorite “tip” is his “eccentric rule” to look at performance only once each month – if performance is good, it can lead to complacency, and if it’s bad, it can result in ”neurosis.”

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