Veda Financial

Guru Value

Managed by Veda Financial
Fundamental analysisCompetitive advantages

Value and Growth are joined at the hip – Warren Buffett. The goal of the Guru Value Growth strategy is to achieve consistent returns, exceeding market performance in up markets and limiting losses in down markets. The strategy is to select stocks that have strong fundamentals with durable competitive advantages, and enter into positions when the markets provide an opportunity to acquire at favorable prices. Additionally, the equity should have strong growth prospects and outlook for increasing shareholder value at the current time or in the near term. The overall philosophy is to buy stocks and hold them over a period of time allowing the stocks to reflect their true value potential.

Portfolio risk score
Strategy Stocks
Management fee 1.50%
Min investment $10,000
Performance
Commentary

Performance

Last 30 days 14.0%
Last 90 days 13.4%
Last 365 days -11.6%
Since inception (annualized) 9.2%
2022 (YTD) -15.7%
2021 15.8%
2020 21.3%
2019 38.4%
2018 -9.4%
2017 17.2%
2016 11.0%

Risk metrics (last 365 days)

Volatility 27.3%
Sharpe ratio -0.52
Sortino ratio -0.76
Maximum drawdown -32.9%
Value-at-risk (95%, 1 week) -6.3%

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Portfolio information

Research

The investment methodology is based upon a bottom up rigorous fundamental analysis plus a top down understanding of the macro factors and market dynamics. While we pick companies for investment based upon strong fundamentals, the timing of the investment (or more importantly the exit) can depend upon the overall dynamics of the sector. For example, if we identify a solid company whose profits are strongly connected to a particular commodity which currently has weak demand or excess supply, we will wait to see strength or upwards pricing pressure before investing.

Approach

(1) Further select stocks based upon value and growth using a 31-point checklist derived from 129 parameters
(2) Narrow down to stocks that are trading for favorable prices compared to valuation, using fundamental analysis
(3) Pick names that have immediate catalysts for growth and price appreciation
(4) Purchase stock when pricing is favorable

Sell discipline

Our investment philosophy is geared towards the long term. However, we have a strict sell discipline that includes the following - sell stock when a better opportunity comes along, sell stock if a predetermined loss level is hit and finally, even when fundamentals appear perfect, it is possible for stocks to languish for an extended period of time for reasons that are not obvious. We recognize that it is never possible to know everything about a particular company and it might be necessary to sell a position to protect the investment and deploy the capital in a better opportunity.

Exceptions

Changes are made to the portfolio as needed with the absolute goal of capital protection and enhancement.

Veda Financial

About Veda Financial

Veda Financial is a Registered Investment Advisory firm that manages money for individuals, corporations, institutions, trusts and foundations.

Toni DasGupta is the principal portfolio manager with more than 15 years of investment experience. She has a PhD in Physics and an MBA from UCLA, and holds 3 patents in oil and gas technology.

The Guru Value Growth portfolio is optimized for strong and consistent returns in all market conditions.

Disclosures

Past performance is no guarantee of future results, and all investments, including those in this portfolio, involve the risk of loss, including loss of principal and a reduction in earnings.

This portfolio was launched on Interactive Advisors on August 31, 2015, when clients were able to start investing in it. All performance information on this page is actual performance of the Portfolio Manager’s account and presented “net of fees”. The actual performance chart is provided for informational purposes only, and should not be used as the basis for making an investment decision. Actual client returns will differ. All Portfolio Manager information including personal data, profiles, and strategies has been provided by the Portfolio Manager. Interactive Advisors makes no representation or warranty of its accuracy, completeness or relevance and it does not represent the opinions of Interactive Advisors.

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