Adrian Day Asset Management takes a disciplined, long-term approach to investing. Our role, as we see it, is to ferret out pockets of inefficiency and uncover equities selling at a discount to their real worth. We rely on fundamental financial analysis and we place great importance on management quality to predict the reliability of future cash flows and dividend streams. After acquiring underpriced equities, we are prepared to wait patiently for their worth to be recognized by the rest of the market.
From Benjamin Graham in the 1930s, who is usually credited with being the father of value investing, to Warren Buffett, whom many consider the greatest investor of modern times, a disciplined search for value has proven to be an invaluable strategy for patient investors. While countless other investing fads have come and gone, value investing is a method which we feel is timeless and applicable to all phases of the economic cycle.