RVX’s fundamental bottom-up, relative value philosophy is predicated on the assumption that stock prices are more volatile than the underlying intrinsic value of businesses. In effect, a stock should be viewed as a small piece of a business that is for sale.
RVX believes the key to investment success is to buy stocks of businesses which have determinable value, but which are unpopular or overlooked at the present time. As such, the objective will be to buy undervalued stocks.
Ranks undervalued stocks using multi-factor model
Approximately 650 stocks by decile monthly
Model inputs validated by team
Broad industry and country representation
No illiquid, highly leveraged, or distressed securities
Weekly investment meetings
Top 30% of database are buy candidates
Focus on sustainable cash flow and dividends
Identifiable catalysts for appreciation
Analyst recommendation on intrinsic value
Goal is to minimize trading costs
|Strategy||Long-only EM Equity|
|Market Cap||All Cap||Vehicle||Separate Accounts|
|Benchmark||MSCI EM Index|
RVX is currently registered as an investment advisor with the SEC. This material is for informational purposes only and represents RVX’s investment opinions and should not be construed as personalized investment advice. RVX cannot assess, verify, or guarantee the suitability of any particular investment to any personal situation and the reader of this material bears complete responsibility for its own investment research and should seek the advice of a qualified investment and/or tax professional prior to making any investment decisions. RVX may only transact business or render personalized advice, and offers of service can only be made, in those states or international jurisdictions where RVX is registered or where an exemption or exclusion from registration is available. Nothing herein is an offer of any service that is not legal for offer into any particular jurisdiction with RVX’s current licensure (if any).