Performance by Manager
Dorfman Value Investments LLC has four Registered Investment Advisors. Here is a summary of their investment approach and track record.
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.
Investment Approach: High quality. Selects companies with low or no debt, high profitability, strong growth, selling below estimated intrinsic value.
Investment Approach: Thematic investing. Chooses sectors and industries she believes will do well over the coming 1-2 years.
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.