Aletheia Income
The Aletheia Income strategy is a managed investment portfolio that strives to achieve significant current income and capital appreciation by investing in publicly traded securities. These securities primarily include common stocks, convertible preferred stock, real estate investment trusts, royalty trusts and debt securities. The Aletheia Income strategy was started in April of 1999.
The Aletheia Income strategy will invest primarily in common stocks, convertible preferred stocks, real estate investment trusts, royalty trusts and debt securities of companies that represent diversified industry sectors and broad market capitalization and that the Investment Team has identified as having the healthiest fundamentals at low valuations. Opportunities are identified through Aletheia’s proprietary Investment Process, which utilizes rigorous analysis of knowledgeable investor activity, fundamental data analysis, forensic accounting, proprietary industry research and consultation of Aletheia's independent research advisors. This methodology deviates substantially from traditional Wall Street research methods, which the Investment Team believes are more reactive than proactive. The discipline of the Investment Team is to anticipate investor perceptions, rather than react to them. In so doing, the Investment Team strives to discover unusually attractive opportunities that they seek to exploit in pursuit of exceptional returns.
Management Team
Chairman, Chief Executive Officer, Chief Investment Officer and Founder
Executive Vice President, Director of Research, Co-Portfolio Manager
Senior Research Advisor
First Vice President, Research
First Vice President, Research
Vice-President, Research