Long Term Value
Managed by Lakeland Wealth Management
-25.5%
Last 30 days
-31.5%
Last 90 days
-20.2%
Last 365 days
-0.62
Sharpe Ratio
-37.1%
Max Drawdown
Long Term Value
Managed by Lakeland Wealth Management
-25.5%
Last 30 days
-31.5%
Last 90 days
-20.2%
Last 365 days
-0.62
Sharpe Ratio
-37.10
Max Drawdown
Risk score
Strategy Stocks
AUM fee 0.50%
Requirements
• Investment minimum: $20,000
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Our long-term value portfolio invests in the firms that have the competitive advantage in their market segments with the potential to grow for the long term. We hold most of our equities for the long term as long as they are reasonably valued and have ample margin of safety. We focus on capital preservation and consistently look for growth opportunities.
Research
We hand pick all the equities in our portfolio through independent analysis of company annual statements including balance sheets, income statements, and free cash flow analysis from publicly available data sources, such as the SEC Edgar database, and by participating in corporate conference calls.
Approach
We follow the Buffett-Graham value investment philosophy while analyzing equities. All our long-term holding firms must be transparent with investors; market leaders with pricing power. Occasionally, we do take advantage of arbitrage opportunities if we perceive there is greater upside potential with minimum risk.
Allocation discipline
We allocate our assets and energy to a limited number of handpicked stocks after understanding the issuer’s business model. All equities qualified in our portfolio must consistently generate above-average free cash flow and often provide good dividend yield.
Sell discipline
We sell some of our holdings if we perceive the valuation has reached the upper end of the value zone. We will hold certain equities for more prolonged periods of time if we have faith in the business model and the corporate leadership.
Exceptions
We may lever up if the yield generated is a lot more than the cost of the capital or to take advantage of market anomalies.
