Large single-position losses adversely affect performance rankings. Volatility affects Sharpe Ratios and feeds customer fears. And if your endowment is relied upon to provide operating income, you can't afford surprises. Sustainable Value Grades® are a unique and tested method for finding excess risk in U.S. equities. They are a tool to help you to minimize downside surprises, differentiating good risk from bad. Make sure you're not missing the bad apples. Make sure you're not afraid to take good risks.
We're known for our unique, insightful, value-creating ideas. Our proprietary Sustainable Value Grades® are an example of that ingenuity. Derived by asking dozens of forward-looking questions about risk, risk expectations, valuations, substitute investments, governance — both financial and more traditional ESG, market psychology, institutional psychology, potential accounting manipulation, and much more, they offer a perspective on risk unlike anything available elsewhere.
Incorporating Sustainable Value Grades® into your investment process makes your portfolio a more efficient user of scarce investor capital. And that makes you better at what you do.