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Abstract Paint

Investor Inquiry

Approach

  • Seek growing companies, returning cash to shareholders, trading for single-digit multiple on current earnings power

  • Majority of portfolio in ~5-10 positions; long-only; no portfolio leverage

  • Holding period ideally many years, but may be shorter based on price volatility versus change in fundamentals and attractiveness of alternatives

How to Invest

  1. Contact me to discuss SVA Principles and Qualifications

  2. If interests align elect:

    • Fee structure 1.5% per year, or performance-only if qualify; and

    • Account type (Individual or Joint Taxable/NQA, or Roth or Traditional IRA)

  3. Open and fund account at Interactive Brokers linked to SVA

Contact SVA

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