Core Value Strategy
The Ridgewood Core Value Strategy consists of a concentrated portfolio of approximately twenty to fifty positions. Our policy is to focus on expected compound return over time while simultaneously monitoring and managing the risk of permanent capital impairment.
Investments in our Core Value Strategy are selected based on quantitative and qualitative criteria with an emphasis on the following:
- Value investments including statistically inexpensive companies and growing companies selling at value prices
- Contrarian investments
- Special situation, event driven, and/or arbitrage investments
- Cash equivalents or income-oriented investments
Passive and Enhanced Indexed Value Strategy
Ridgewood Investments also offers clients passive and indexed accounts featuring enhanced index and value-oriented mutual funds with an emphasis on the institutional quality funds offered by Dimensional Fund Advisors, as well as exchange traded funds. These investments feature a more diversified and passive investment strategy than our Core Value and Dividend Strategies and can be utilized on their own or in conjunction with our other strategies to meet client needs. Among other applications, our Passive and Enhanced Indexed Value Strategy can be used to implement asset class exposure and broader diversification. We recommend these accounts to clients for a variety of situations including qualified retirement plans such as 401k plans, as well as broadly diversified taxable accounts.
More detail about our passive and enhanced index value strategies can be found at indexvalue.com – our dedicated site designed as a resource for investors seeking to learn more about enhanced indexing based approaches to value investing.