An Educated Approach to Stock Investing
Many investors look for undervalued stocks compared to the overall market, based on price to earnings, price to book etc. Often, investors look for undervalued sectors as well. This leads to guesswork -- trying to guess which sectors will do well, and which won't -- and guesswork leads to unnecessary volatility.
At Cimarron, we've pioneered what we believe is a better approach to stock investing. We seek out the most attractive stocks relative to their sector and industry peers -- Relative Value Investing (RVI™) -- rather than the overall market. Then we put together disciplined portfolios: sector neutral to the benchmark, equally weighted, with about 50 stocks, and we routinely rebalance the portfolios to maintain those parameters.
This approach was discovered and validated by groundbreaking academic research conducted nearly three decades ago, and has been applied successfully ever since. The results -- consistent outperformance with lower volatility than the benchmark -- are what set Cimarron apart.
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RVI™ Large Cap Marks 10-Year Track Record ...
July 1, 2009 marked the 10-year track record for our flagship product, the RVI™ Large Cap Strategy. To mark the occasion we sent out a special edition of our Quarterly Roundup devoted to the strategy and its role in our evolution as a firm. View/download the Roundup here.
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... and RVI™ Small Cap Passes the 10-Year Mark As Well
On the heels of RVI™ Large Cap's 10-year anniversary, our RVI™ Small Cap product passed the 10-year mark on August 1, 2009. Performance has been consistent over the long haul and very encouraging of late. View/download the 10-year strategy fact sheet here.
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New Analyst Joins Investment Team
Equity Analyst Kullen Kifer joined August 1, 2009 after recently completing his MBA at the University of Texas (Austin). Kullen had been an intern at Cimarron last summer, and was a top-performing portfolio manager on the student-run University of Texas MBA Fund. He'll cover the Information Technology and Telecomm sectors. Read Kullen's profile here.
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