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

September 1, 2026

The Joys of Compounding

Gautam Baid

Baid’s The Joys of Compounding offers a practitioner-rooted Indian perspective on the craft of value investing that feel both fresh and timeless.

Baid’s dense, encyclopedic work deepens the following themes - becoming a learning machine, avoiding the common traps of cyclical stocks and overconfidence, understanding different types of moats, and embracing the “simple but not easy” nature of the discipline - while providing rich case studies of the greats and practical frameworks for checklists, temperament, and continuous self-improvement. The book reinforces that enduring success belongs to those who stay roughly right rather than precisely wrong, never become slaves to Excel or arrogance, and win by not losing. For institutional value investors, it serves as a reminder of the intellectual honesty, lifelong learning, and long-term temperament required to navigate uncertainty without style drift.

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