Price to Intrinsic Value Investment Products

Todd-Veredus Asset Management offers a variety of equity strategies for institutional and individual investors. Each strategy utilizes TVAM's disciplined investment philosophy and process that combines price and intrinsic value. To understand how each product and its underlying investment strategy is invested, please see the product details by clicking on the hyperlink below the brief product description.

Large Cap Intrinsic Value Strategy

Since 1967, a large cap, blue chip, low turnover intrinsic value approach that identifies stocks selling at significant discounts to their fair market value. Portfolio is approximately 40-60 names.

Full Description Investment Process Characteristics Performance Product Summary

International Intrinsic Value Strategy

The International Intrinsic Value strategy is a direct extension of our Price to Intrinsic Value methodology. It is a long only portfolio that contains approximately 70-85 names. The portfolio limits purchase of securities to those with market capitalization of $1 billion or greater.

Full Description Investment Process Characteristics Performance Product Summary

Intrinsic Value Opportunity Strategy

The Intrinsic Value Opportunity strategy is designed to use the Price to Intrinsic Value discipline in a more sector concentrated, quantitative style. It combines Price to Intrinsic Value with measures of a company's financial strength and market acceptance to establish a 40 to 80 stock portfolio.

Full Description Investment Process Characteristics Performance Product Summary