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Investor Inquiry
Approach
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Seek growing companies, returning cash to shareholders, trading for single-digit multiple on current earnings power
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Majority of portfolio in ~5-10 positions; long-only; no portfolio leverage
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Holding period ideally many years, but may be shorter based on price volatility versus change in fundamentals and attractiveness of alternatives
How to Invest
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Contact me to discuss SVA Principles and Qualifications
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If interests align elect:
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Fee structure 1.5% per year, or performance-only if qualify; and
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Account type (Individual or Joint Taxable/NQA, or Roth or Traditional IRA)
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Open and fund account at Interactive Brokers linked to SVA
Contact SVA
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