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Step 2:  Apply the Eidelman Philosophy

Our investment philosophy is a set of core beliefs and observations that have been with us since our founding in 1982. The benefits of this mindset have been reinforced and further refined by our experience and the investment decisions we have made over time.

  • Value investing is the heart of our investment philosophy.  We look for stocks that trade at a discount to their intrinsic value.
  • Most investors underestimate the power of mean reversion.  We believe that it is one of the most significant factors in determining a company’s return on capital (ROC) and ultimately its stock price.
  • Investor psychology plays a major role in determining the right time to invest in or to avoid certain stocks.
  • Management and employee incentives can set certain companies apart from others. Companies who are strong in these areas often inspire employee ingenuity and corporate efficiency.

 

Continue to Step 3