Walter J. Schloss Associates
E405003
Walter J. Schloss Associates was an investment management firm known for its conservative, deep-value investing approach inspired by Benjamin Graham and run by renowned value investor Walter J. Schloss.
All labels observed (1)
| Label | Occurrences |
|---|---|
| Walter J. Schloss Associates canonical | 1 |
Statements (46)
| Predicate | Object |
|---|---|
| instanceOf |
asset management company
ⓘ
investment management firm ⓘ |
| associatedWith |
Heilbrunn Center for Graham & Dodd Investing
ⓘ
surface form:
Graham and Dodd value investing tradition
|
| avoided |
complex financial instruments
ⓘ
short selling ⓘ use of leverage ⓘ |
| clientBase | long-term oriented investors ⓘ |
| corePrinciple |
avoiding permanent loss of capital
ⓘ
buying what is cheap, not what is popular ⓘ capital preservation ⓘ |
| country |
United States of America
ⓘ
surface form:
United States
|
| employedStrategy |
broad diversification across value opportunities
ⓘ
buying many small positions in cheap stocks ⓘ |
| feeStructure | management fee based on assets under management ⓘ |
| focus |
companies with low price-to-book ratios
ⓘ
stocks trading below book value ⓘ undervalued securities ⓘ |
| foundedBy |
Walter Schloss
ⓘ
surface form:
Walter J. Schloss
|
| influenced | subsequent generations of value investors ⓘ |
| inspiredBy | Benjamin Graham ⓘ |
| investmentApproach | conservative ⓘ |
| investmentHorizon | multi-year ⓘ |
| investmentStyle |
deep value investing
ⓘ
value investing ⓘ |
| knownFor |
minimal emphasis on macroeconomic forecasting
ⓘ
reliance on publicly available financial statements ⓘ simple, transparent investment process ⓘ |
| managedBy |
Walter Schloss
ⓘ
surface form:
Walter J. Schloss
|
| notableFor |
disciplined Graham-style value investing
ⓘ
long-term outperformance versus market indices ⓘ |
| operatedIn | public equity markets ⓘ |
| philosophy |
buying with a discount to intrinsic value
ⓘ
independence from market sentiment ⓘ margin of safety ⓘ patience and discipline in investing ⓘ |
| reputation |
conservative value-oriented firm
ⓘ
low-profile investment manager ⓘ |
| researchMethod |
balance sheet analysis
ⓘ
fundamental analysis ⓘ quantitative screening for low valuation metrics ⓘ |
| riskManagementApproach |
broad diversification across holdings
ⓘ
buying at large discounts to book value ⓘ |
| timeframeOfActivity |
early 21st century
ⓘ
second half of the 20th century ⓘ |
| typicalHoldingPeriod | long term ⓘ |
| typicalPortfolio | diversified portfolio of undervalued stocks ⓘ |
Referenced by (1)
Full triples — surface form annotated when it differs from this entity's canonical label.