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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.

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

1

Systematic structured value analysis of target companies and their competitors

2

Above average dividend income stream

3

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

4

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

5

3 year track record with the objective of an 8% average annual return

6

Value based themes but very aware of technology opportunities and threats

7

One of the lowest management fees at 0.48% and only a 10% high water-mark performance fee

8

Consistent, specialized and disciplined

9

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 always be 70% invested if our Investment Matrix permits

04

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