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Value Strategies

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.
 

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Ridgewood Investments is dedicated to building life-long relationships with our clients, whether they be individuals and families, institutional investors or plan sponsors. By maintaining our focus on long-term investment strategies and long-term compounding, we are committed to helping our clients navigate through all market environments with an approach grounded in intelligent investing. Learn more:

Working With Ridgewood

Working with Ridgewood Investments is enhanced by our client-centric focus to everything we do. At Ridgewood our primary goal is to treat each of our clients the way we would want to be treated if our positions were reversed. As part of this client-centric focus, Ridgewood Investments strives to give each long-term client a quality service experience featuring:

  • Easy Client Onboarding
  • Fee Transparency and Value
  • Excellent Client Service
  • Portfolio Customization
  • Educational Approach
  • Invitations to Firm Events and Seminars

Talk to Ridgewood

If you are actively searching for assistance with your investment portfolio or would simply like to have a dialogue with Ridgewood Investments about the ways that our services might be of assistance, you have multiple options.

You can engage in a dialogue with our firm and learn more about our capabilities and offerings in the following ways: