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Staldenbachstrasse 11, 8808 Pfäffikon, Switzerland

+41 44 542 80 00

©2019 by Pure Value Metrics AG

ASSET MANAGEMENT

Individual account management with Pure Value Metrics' unique relative value approach

PVM Asset Management aims to deliver an 8% average annual return on your equity investments, whilst charging some of the lowest management and performance fees available.

Highlights

Our Core Client proposition is to use a Quantitative process to screen Global Equities with predetermined “value based” criteria, to this we then add a further Qualitative process review

 

Risk is further reduced by building a diversified Client Portfolio of 25 to 40 single stocks, maximum new position size of a single stock is 4% in non dynamic portfolios.

1

Detailed equity screening of Global markets with 6 key risk control criteria

2

Systematic structured value analysis of target companies and their competitors

3

Above average dividend income stream

4

Above average Portfolio valuation metrics when compared to main Equity indices; provides a stronger competitive basis

5

Extensive Portfolio diversification process leading to a maximum 4% position in any single stock

6

3 year track record with the objective of an 8% average annual return and higher on a risk adjusted basis

7

Value based themes but very aware of technology opportunities and threats

8

Consistent, specialized and disciplined

9

PVM equity portfolios have superior expected return and risk metrics compared to mainstream equity indices

10

Active portfolio single stock management based on market fluctuations, with Algorithmic execution

11

Depending on Global equity market valuation levels, PVM may not be 100% all invested at all times

Further Analysis
01

Compares each share to itself and competitors on a relative value basis

02

Considers technology opportunities and threats within each industry sector

03

PVM will be invested in accordance with historical long term equity market valuations

04

PVM Asset Management portfolios have superior valuation metrics compared to main stream Equity Indices