Robinson Value Management

Overview

Robinson Value Management is an employee-owned investment management boutique dedicated to serving clients and prioritizing risk management in the construction of their investment portfolios. The firm embraces its fiduciary responsibility to serve and protect clients' portfolios over varied terrains and through challenging environments. This duty is encapsulated in the name of the firm. 'Value' is a standard of worth, merit, or virtue—with the same root as the English word valor. For the firm, value management means not only a 'value-oriented' investment process but also serving as vigilant stewards of what clients value—growth of purchasing power, resilience in challenging environments, peace of mind, hard work, and integrity. While risk is inherent to any investment process, Robinson Value Management is committed to mitigating risks and keeping client portfolios firmly on the path to solid long-term returns. The firm's investment approach includes several strategies: Contrarian Value Equity, Market Opportunity, Contrarian Value Balanced, and Wealth of Nations. The Contrarian Value Equity strategy identifies industry leaders with clean balance sheets, selling at historically low valuations in relation to their own operating histories. Positions are entered when these shares are down in price and out-of-favor on both Wall Street and in the popular press. The Market Opportunity strategy manages a two-part portfolio allocated 70%/30% between one basket of long/short US equity market exposure and another to instruments such as long-duration, high-quality fixed income, and gold/gold mining Exchange Traded Funds (ETFs). The Contrarian Value Balanced strategy provides exposure to high-quality domestic stocks and bonds, actively seeking to mitigate risk through asset allocation, aggressively defensive equity selection, as well as duration and credit quality management in the bond portfolio. Wealth of Nations invests 70% of its portfolio in Robinson Value Management’s Contrarian Value Equity strategy and the remaining 30% in the Market Opportunity strategy. Robinson Value Management is majority woman-owned and participates, with a community of emerging managers, in programs intended to both enhance the returns of public investment fund assets and assist emerging area investment management firms. The firm has been recognized for its performance, including being awarded the Top Guns Distinction by Informa Financial Intelligence in November 2022. The firm's team includes professionals with deep roots in the industry, such as Amy Abbey Robinson, CIMA® RMA®, Chief Executive Officer, and Charles W. Robinson III, CFA, Chief Investment Officer & Chief Compliance Officer. Amy holds the Certified Investment Management Analyst (CIMA®) and Retirement Management Advisor (RMA®) designations and earned both her MBA and BA from the University of Texas at Austin. Charles has extensive experience in investment management and holds the Chartered Financial Analyst (CFA) designation.