Growth Portfolios
Our proprietary valuation model is based on the analysis of earnings, interest rates, debt levels, return on assets and cash flow to derive appropriate price targets that suggest fair value for purchase, as well as full valuation metrics for the sale of stock.
Our exclusive "cost-basis" management process realizes profits at specific intervals between deep value and full valuation to ensure that our clients achieve real returns from their portfolios.
Absolute Return
- Fund Focus Portfolio
"Investments chosen for growth potential"
With the creation of low-cost "Index-Like" securities, we are able to develop customized portfolios around our "active indexing" strategy. Utilizing our investment "Corkboard" and "Trendwatch" systems, we focus your growth monies toward favored groups or sectors of the market the world over.
Absolute Return
- Individual Equity Focus Portfolio
Our proprietary "Hidden Value" Research is the backbone of our stock selection for this strategy. Cash flow, risk free yields, return on invested capital and the current market environment is rigorously analyzed to allow us to select Value investments with a growth component. We relentlessly pursue value in our selections, and combine this with our focus on controlling risks to capital - What we call "investing with a margin of safety".
Hidden Value Investment Management- (Copyright 2008-09) / 18 Augusta Pines Drive / Suite 221W / Spring, TX 77389 / 281-516-3870
Securities offered through NEXT Financial Group, Inc / Member FINRA/SIPC / H.V.I.M. is not an affiliate of NEXT Financial Group, Inc.