Universalvalueadvisor

Using bottom up techniques, we examine the balance sheets and cash flows of potential investments and stress test them for top line revenue declines. Using top down (macroeconomic) analysis, our core values of “Discipline” and “Value” help us to determine when to purchase a strong company’s debt or equity, and, if its price rises to overvalued levels, when to sell.

The performance information quoted represents past performance, which is not a guarantee of future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. An investor may obtain performance data current to the most recent month-end by calling 1-800-773-3863. Total return measures net investment income and capital gain or loss from portfolio investments. All performance shown assumes reinvestment of

The performance information quoted represents past performance, which is not a guarantee of future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. An investor may obtain performance data current to the most recent month-end by calling 1-800-773-3863. Total return measures net investment income and capital gain or loss from portfolio investments. All performance shown assumes reinvestment of

Universal Value Advisors is a boutique investment firm driven by an analysis of macroeconomic trends and quantitative investment data. The firm delivers personalized service from expert research analysts and portfolio managers, and offers a transparent and affordable fee structure. Universal Value Advisors meticulously analyzes the market from both a top-down macroeconomic perspective and a bottom-up quantitative approach.

We use Benjamin Graham’s “Margin of Safety” to pinpoint the intrinsic value of a particular business. This allows us to invest at a discount to the estimated intrinsic value.