Performance by Manager

Performance by Manager

Dorfman Value Investments LLC has four Registered Investment Advisors. Here is a summary of their investment approach and track record.

John Dorfman

Investment Approach: Classic value. Low price/earnings, low price/book and low price/sales. Prefers stocks that are out of favor, often obscure, frequently mid-cap and small-cap.

Record based on: Composite of more than 100 separate accounts, Dec. 31, 1999 – Dec. 31, 2016. Please see Dorfman Value Performance Summary for details and methodology.

Tom Macpherson

Investment Approach: High quality. Selects companies with low or no debt, high profitability, strong growth, selling below estimated intrinsic value.

Record based on: Accounts managed at Dorfman Value Investments, Sept. 30, 2016 – Dec. 31, 2016.

Katharine Davidge

Investment Approach: Thematic investing. Chooses sectors and industries she believes will do well over the coming 1-2 years.

Record based on: Composite of five individual accounts, June 30, 2014 – Dec. 31, 2016.

Ankit Patil

Investment Approach: Dynamic Innovation. Looks for new trends within industries, and companies that can gain from these trends. Interested in emerging markets and tech-nology. Newly registered as an advisor.

Note: Figures are cumulative total returns, and are not audited. Past performance may not predict future results. Performance will vary with economic and market conditions. Comparison with the Standard & Poor’s 500 is for reference, but some of our accounts invest in smaller stocks and stocks outside the U.S. The S&P 500 is a large-cap U.S. index.