ValueSearch Investment Strategies

ValueSearch Investment Strategies – Summary

Since 1987, the accomplishments of ValueSearch Capital Management have been measured by the success of its clients. Many of the firm's current relationships span two decades. These relationships have endured based on a foundation of performance, integrity of VCM’s management, and personal attention. As our clients can attest, VCM is committed to maximizing total return while managing levels of risk within the constraints agreed upon at the outset of the investment.

All ValueSearch investment strategies are simple but effective: they force investment decisions based on a long-term time horizon to achieve clients’ goals.

VCM manages limited partnerships (hedge funds), both domestic and offshore, whose investment framework was developed by VCM in the past several years.

This framework, ValueSearch Equilibrium Strategy, is a highly disciplined, proprietary to VCM strategy, and is based on the most recent research of ETF properties and behavior. VCM has very high expectations for this strategy.

From 1987 until 2007, ValueSearch managed limited partnerships relying successfully on the ValueSearch Equity Strategy which is based on a Growth-at-Reasonable-Price (“GARP”) long-term investing approach. ValueSearch Equity Strategy is based on the premise that outstanding long-term results can be achieved by investing in a small number of extremely well run companies, while timing these investments so that they are long-term by nature.

It is further based on a premise that when investors are buying and selling their positions in a company there is the ever present judgmental mistake of the majority of investors to equate an excellent company with an excellent investment. VCM exploits this systematic judgmental error.