Two investment strategies constitute the Value Plus Approach, and here they are:
Common threads? There are three:
- Both are built around the discipline of numbers
- Both are built around Value equities
- Both employ multiple sets of buy/sell disciplines
How did we develop our investment strategies? Slowly, carefully, and with certain objectives in mind.
The flagship Value Plus Equity Strategy, upon which Nottinghill was founded, was designed to provide benchmark-beating returns in all phases of the stock market cycle. A Large Capitalization Value strategy, Value Plus can serve at the heart of any institutional or individual investor’s overall portfolio or, in particular, at the heart of any investor’s Value portfolio.
But, the work didn’t stop. In mid-2011, we launched Total Portfolio Management, or TPM, which is our approach to the management of an all-encompassing overall portfolio. The objective here: inflation and benchmark-beating returns to be sure, but also a more stable pattern of investment returns. How does TPM get us there? The Value Plus Equity Strategy has help in the form of smaller capitalization (U.S.) and emerging markets (international) equities, our Select Four Bond Strategy, and a position in gold.
The result: a widely diversified balanced portfolio, very low levels of transaction costs and management fees, a very tax-friendly structure (if applicable).
How have Value Plus and TPM performed? Very well in the case of Value Plus, and so far, so good with respect to TPM. We proudly present the data, as well as the investment processes that produced the data, in the pages that follow. Performance, as they say, is the best evidence of past success and a powerful predictor of future success. |
