When you ask an investor what their stock is worth and they look at their iPhone or Google the stock ticker, watch out.
In our view, stock prices sometimes but do not always reflect underlying business values as this month's issue discusses.
John Heldman, CFA
President
Dave Hutchison, CFA
Managing Director
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About Us
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Triad Investment Management manages equity and balanced portfolios with a focus on Research, Behavior and Ethics. We invest in companies with a business-buyer's perspective. Founded in 2008, Triad is a 100% employee-owned SEC registered investment adviser. Learn more at www.triadim.com.
Triad has $138 million of assets under management as of December 31, 2014. The Concentrated All-Cap Equity composite return, annualized and net of fees since inception, is 10.9% vs. 8.5% (April 30, 2008 to December 31, 2014).
Please review our Concentrated All-Cap Equity annual disclosure presentation and the important disclosures at the bottom of this issue. Past performance does not guarantee future results.
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