Prices follow wealth. While share prices are volatile in the short term, they must mirror the growth of company wealth in the long run. In developing our strategies, we use the elements of company valuation based on the accounting measures of wealth: net profit, cash flow and book value.

Our wealth weighted strategies fit into core portfolios where institutions traditionally rely on high volume market weighted funds. This leaves them vulnerable when market prices become distorted in periods of extreme one-way speculation. GWA non-price portfolios offer diversification, providing an alternative to market-cap index trackers.

For more information, please contact us with your questions directly.