Aletheia Value
The Aletheia Value strategy is a managed investment portfolio that strives to invest in companies with the largest and most sustainable earnings streams at the lowest possible multiples and/or invest at the most significant discount to the company’s asset value. The Aletheia Value strategy was started in April of 2000.
The Aletheia Value strategy will invest primarily in common stocks that represent diversified industry sectors and broad market capitalizations and that the Investment Team has identified as having the most attractive combination of very low valuations, large cash flows, and prices relative to earnings. 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 it seeks 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