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Individual Investor
Gerald Gehman
Financial Services,Gehman Capital
- Education University of Chicago
- Qualifications MBA, Series 7, 65
- Investment Experience 50+ Years
- Founded 2005
Undervalued Growth Companies
The goal is to build a diversified investment portfolio of undervalued stocks and then manage the fully invested portfolio to maximize returns
The model will identify companies that have a unique product in a growth industry with enough financial resources to withstand economic stress. Management must identify goals and demonstrate a single minded commitment to achieve those goals.
The model will start by investing in a small position. Then, the model will look to add to the position if share prices decline due to economic stress.
Once the company realizes its potential, the model will sell shares on a rising scale.
The model will start by investing in a small position. Then, the model will look to add to the position if share prices decline due to economic stress.
Once the company realizes its potential, the model will sell shares on a rising scale.
In depth analysis of industry, company and management.
The model will always own a fairly large number of securities.
When the “undervalued” securities become “valuable”, the model will sell them in order to buy other “undervalued” securities
The model needs to own enough companies so that it can benefit from the dynamics of the marketplace.
When the “undervalued” securities become “valuable”, the model will sell them in order to buy other “undervalued” securities
The model needs to own enough companies so that it can benefit from the dynamics of the marketplace.
When the company realizes its potential and the stock price rises, the model will sell shares on a rising scale.
Even when “evolving” companies are doing very well and the stock price goes up substantially, they are vulnerable to “problems” and the price can come down very rapidly.
We prefer to take profits and move on to the next situation, or later, repurchase shares of investments we like at lower prices.
Even when “evolving” companies are doing very well and the stock price goes up substantially, they are vulnerable to “problems” and the price can come down very rapidly.
We prefer to take profits and move on to the next situation, or later, repurchase shares of investments we like at lower prices.
None.
Model commentary
EZChip: My struggling core holding may see better days
16 March 2013
Here's the outlook for my portfolio's key holdings.
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