Dorfman Value Investments
Overview
Dorfman Value Investments is a Boston-based investment management firm specializing in value investing strategies. The firm focuses on identifying undervalued equities with strong potential for capital appreciation, particularly those that are temporarily out of favor in the market. Their investment approach is grounded in long-term fundamental analysis, seeking opportunities where they believe the market has overreacted to short-term challenges. The firm's investment philosophy is influenced by the background of its founder and chief portfolio manager, John Dorfman. They emphasize skepticism over cynicism, aiming to read between the lines of corporate statements and reports. Their systematic approach to investment opportunities is designed to uncover value where others may not see it. Dorfman Value Investments has a history of managing portfolios for a diverse clientele, including individuals, families, charitable trusts, financial institutions, and corporations. Their team of experienced investment professionals has been tested over the years under a variety of market conditions, and they are proud of their long-term performance results. The firm is committed to candor, contrarian thinking, and open communication with clients, striving to build customized portfolios that meet each client's unique financial goals.
Investment Focus
- Completion of client profile
- Signed client agreement
- Selection of brokerage custodian (e.g., Charles Schwab & Co.)
Reach Dorfman Value Investments directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Dorfman Value Investments
What sectors does Dorfman Value Investments invest in?
Dorfman Value Investments invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Newton, Massachusetts, United States. Dorfman Value Investments is listed as a private investment firm in the ConnectSafely investor database.
What stage does Dorfman Value Investments invest at?
Dorfman Value Investments backs companies at Growth and Late Stage.
Which regions does Dorfman Value Investments invest in?
Dorfman Value Investments invests across United States.
Who are the partners at Dorfman Value Investments?
Team members listed for Dorfman Value Investments include John Dorfman (Chairman).
How do I contact Dorfman Value Investments?
Dorfman Value Investments's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
