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Unwavering discipline is a rare quality among asset management firms. But at Al Frank Asset Management, we continue to adhere to the same strategy upon which the firm was founded decades ago: we seek to buy large baskets of undervalued stocks for their long-term appreciation.
Perhaps nothing sets us apart more than our investment philosophy. We don’t limit ourselves to the constraints of the nine style boxes, and so we are free to go wherever we believe the best stock values can be found. After screening for and crunching numbers to unearth and analyze these bargains, we construct our portfolios with broad sector and holdings diversification across the capitalization spectrum with an intent to improve our chances of owning those rare stocks that everyone wishes they’d noticed earlier.
This approach to selection and diversification gives us confidence that the true value of our investments should come to fruition in the fullness of time, so patience comes easily. And patience in turn enables us to have lower turnover of our holdings, which helps minimize our trading costs.
Broadly speaking, Al Frank Asset Management adheres to a multi-cap value (or all-cap value) style category. We utilize a go anywhere approach focused on uncovering bargain-priced stocks independent of market capitalization, seeking broad sector, industry and holdings diversification. Specifically, we seek long-term growth of capital through out-of-favor stocks that are trading for low multiples of earnings, sales and/or book value. We believe that growth is a component of value, and thus we strive to find inexpensive stocks in industries with above-average growth prospects.
For a more detailed explanation of our investment philosophy, please click here: How to Invest.