Our investment approach stresses the purchase of securities whose current market values are less than their private market values. This approach requires a thorough bottom-up security selection approach in which our investment team selects securities one at a time based on assets, operating performance and long-term fundamental business prospects. We concentrate on preserving our clients capital and therefore spend a considerable amount of time evaluating the downside risk of every investment.

Once we have identified a security that meets our criteria for stock selection, we then further analyze the basket of securities based on five variables represented in the pie chart above. Click on the chart to see a more complete discussion of the key indicators Ancora considers when making an investment.