
![]() |
| Product Links | ||||||
|
||||||
Price to Intrinsic Value Investment ProductsTodd Investment Advisors offers a variety of equity strategies for institutional and individual investors. Each strategy utilizes Todd'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. Relative Value Equity StrategySince 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 Managed ETF StrategiesThe Exchange Traded Fund portfolios (ETFs) use a mix of ETFs with varying asset allocations to meet investors' risk and investment objectives. The portfolios are crafted to enable a flexible lifestyle investment approach, which provides access to lower cost, efficient ETFs. Todd seeks to add value through its proprietary modeling and customization capabilities. Full Description Investment Process Characteristics Performance Product Summary International Equity StrategyThe International Equity strategy is a direct extension of our Price to Intrinsic Value methodology. It is a long only portfolio that contains approximately 75-110 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 StrategyThe 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 High Net Worth Target Return StrategyTodd Investment Advisors will act as either the primary investment manager in a balanced portfolio or, in certain cases, as an overlay manager utilitizing a mix of proprietary investment solutions in combination with external third party solutions. Full Description Investment Process Characteristics Performance Product Summary
|
||
|
© Copyright 2008, Todd Investment Advisors, Inc. All rights reserved. Reproduction in whole or in part in any form or medium without express written permission of Todd Investment Advisors, Inc. is prohibited. |