Universalvalueadvisor

Talk to us today to find out how we can suggest long- and short-term
strategies that will help you realize our financial dreams.

Using bottom up techniques, we examine the balance sheets and cash flows of potential investments and stress test them for top line revenue declines. Using top down (macroeconomic) analysis, our core values of “Discipline” and “Value” help us to determine when to purchase a strong company’s debt or equity, and, if its price rises to overvalued levels, when to sell.

The performance information quoted represents past performance, which is not a guarantee of future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. An investor may obtain performance data current to the most recent month-end by calling 1-800-773-3863. Total return measures net investment income and capital gain or loss from portfolio investments. All performance shown assumes reinvestment of

The performance information quoted represents past performance, which is not a guarantee of future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. An investor may obtain performance data current to the most recent month-end by calling 1-800-773-3863. Total return measures net investment income and capital gain or loss from portfolio investments. All performance shown assumes reinvestment of

Universal Value Advisors’ investment philosophy starts with a deep understanding of macroeconomic trends and the complex driving forces in the global marketplace, which helps the firm set geographic, industry and sector parameters for investing. Universal Value Advisors then uses a proprietary algorithm to sift through quantitative investment data and pinpoint the most undervalued investment opportunities in the market.

We use Benjamin Graham’s “Margin of Safety” to pinpoint the intrinsic value of a particular business. This allows us to invest at a discount to the estimated intrinsic value.