Small to Mid Cap Financial Services Universe:
> $100 million < $ 8 billion |
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| Stocks that meet Davis-Ross preliminary valuation criteria: trade at discount to market and peers with respect to multiples of earnings, book value ; returns on assets and equity in excess of 1.25% and 15%, respectively. |
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| Fundamentally sound financial services stocks that trade at 25% or greater discount to intrinsic value. Thorough fundamental analysis is performed to determine the likelihood of success. |
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| Portfolio holdings represent the most attractive of the opportunities. Our holdings must trade at a minimum of 25% discount to intrinsic value and satisfy the "7 Guiding Investment Fundamentals." |
