“To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insights, or inside information. What's needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding that framework.”
Benjamin Graham
Our Investment Framework
Our investment approach is best described as Balanced Global Value. Balanced refers to the blending of equities, fixed income, alternative investments, and cash. By Global, we mean that international as well as US securities are included. Value refers to an equity selection technique that follows the traditional Graham and Dodd approach which is focused on quality companies priced favorably relative to earnings and book values. We blend this approach with thematic mutual fund investments for diversification.
Why do we take this approach? It is because value investors think like business owners and, as a result, this approach has statistically been shown to generate superior risk adjusted growth over the long run when compared to more speculative or growth-driven investment philosophies.
Monitoring Performance
Client portfolios are monitored by a sophisticated system that alerts your team at Barry to any material changes within your portfolio. Particular attention is paid to any corporate event that weakens the company's financial position. We believe that changes to the price-to-earnings ratio and other valuation metrics determine whether an equity has become overvalued. Quality and valuation changes are the most common reason for a sale recommendation from our investment committee. Mutual funds, exchange-traded funds, and closed-end funds are leveraged for thematic investment areas when appropriate.
A Lifelong Process
The investment advisors at Barry Investment Advisors are very experienced at managing investment portfolios. With that being said, our team is committed to continually enhancing our approach to investment management, client service, and support. Our team leverages outside resources when appropriate and attends conferences to continue our professional growth, including Grant's Conference, Mauldin Strategic Investment Conference, and Barron's Women's Conference, to name a few.