What it Means to Be a Value Investor
Unlike the majority of investors and a lot of so-called fundamental researchers, we do not focus on when to buy or what the market will do next. We don't time the market or guess whether a stock's price will be higher or lower in a year. As Value Investors we focus on the price one pays relative to the value one receives.
The Basis of Dave Wertz'z Investment Succes.
Value investing is the foundation for Dave Wertz's outstanding 30 year record of investment success. He brings important and hard-to-find qualifications and strategies to the service of this philosophy to produce outstanding results.
Knowledge and Skills
Dave builds on the value investing foundation by combining the analytical skills he acquired as a Ph.D. in Computational Chemistry with the extensive financial knowledge he demonstrated in passing all three CFAtm exams. (Only one in ten who try succeed in passing these exams.) These skills and information equip him to identify investments whose intrinsic value is substantially higher than their current price.
Investing in the Hidden Gems
Dave Wertz has the agility to invest in companies too small for the portfolios of mutual funds and other financial institutions. Most of the world's companies are this small. This gives Dave Wertz an advantage because the valuations of large companies don't differ very much from the market's average because thousands of professional investors evaluate them every day. But the valuations of small companies vary widely. Dave Wertz concentrates on buying the ones whose market valuations are irrationally low. Note: Brokerage and other financial firms are big institutions. They do NOT allow their advisors to recommend small, obscure companies so they are forced to ignore most of the world's companies.
While the general stock market is overpriced, we have identified a few small, obscure companies from around the world that are selling well below what they should. Given past experience, we are confident that as a group they will produce an outstanding return. However, no investment is right for everyone – no matter how promising the returns. This is especially true of small, obscure companies. Let's find out if these stocks are right for you.
Let's Get Started Planning Your Financial Success
Call (609) 683-8005 or email Dr. Wertz at dwertz@PrincetonValue.com today. Your initial consultation is free and without obligation.