Relative Value Model

The RV Model is a proprietary stock selection methodology used to identify companies that are undervalued in comparison to their peers based on a number of key metrics. Using this methodology, we construct a ten-stock model portfolio of globally diversified companies designed to complement the types of exposures available through the Australian stock market.

As a client, you will gain access to our model portfolio which has a low turnover and an impressive long term (>20 years) performance history. Sample historical reported below.

May 2018 Earnings Review

April 2018 Earnings Preview

March 2018 Bulls vs. Bears