- About Us
- How We Invest
- Investment Strategies
- Individual Investors
- Institutional Investors
- Pacific Advisors Funds
Our comprehensive research effort seeks to identify high quality businesses with superior management teams and attractive growth prospects that are trading at significant discounts to intrinsic value. Our research methodology incorporates both qualitative and quantitative fundamental analysis.
We take our time studying each company in order to evaluate the overall quality of its business. Our process typically includes meeting with management and utilizing our extensive network of industry contacts and analysts to paint a detailed picture of each company before making an investment decision. We target high quality businesses with:
We supplement our qualitative research with an objective evaluation of each company’s investment prospects. Our quantitative analysis examines factors including balance sheet strength, return on investment, growth rates, and valuation. We develop a proprietary model for each company to assess its intrinsic value. We then seek to invest at significant discounts to that value.
Investing in securities involves risk of loss that clients should be prepared to bear. Click here for a description of specific risks related to our investment strategies.