Distillate

Our economy has undergone tectonic changes over the last several decades, and accounting rules have not kept up, rendering many traditional measures of value, quality, and risk unhelpful.

By drawing on decades of experience as fundamental investors, we have developed customized measures of value and quality that are particularly relevant to today’s long-term investors. We utilize these measures in our investment process to exploit behavioral biases and seek to minimize risk by eliminating stocks that are either expensive, have volatile fundamentals, or are significantly indebted.

  • Clients:

    Distillate

  • Category:

    Research Investment Research Services

  • Date: