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August 2006
October 2005

Price to Intrinsic Value Investment Products

Todd 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 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.

Managed ETF Strategies

The 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.

International Equity Strategy

The 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.

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.

High Net Worth Target Return Strategy

Todd 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.