Todd Asset Management

Overview

Todd Asset Management is an investment management firm specializing in equity and fixed income strategies for institutional investors. Founded in 1998, the firm has a long-standing commitment to identifying intrinsic value through a fundamentals-based investment process. This approach combines their proprietary Multi-Factor Ranking Model with a Price/Intrinsic Value (P/IV) methodology, which has been in place since 1986. The firm emphasizes a long-term perspective, aiming to deliver high-quality, value-oriented portfolios that align with clients' objectives. The firm's investment strategy focuses on transparent, repeatable, and understandable processes. They prioritize the long-term interests of clients, fostering a culture of accountability and continuous learning. Todd Asset Management operates with a team of experienced professionals who are also owners of the firm, ensuring a deep commitment to the firm's values and investment philosophy. Their process is designed to be transparent and repeatable, providing clients with clear insights into investment decisions and strategies. With over 30 years of experience, Todd Asset Management has developed a reputation for its disciplined approach to investing. The firm's dedication to intrinsic value and long-term client interests has been a cornerstone of its success. Their investment philosophy is rooted in a deep understanding of market fundamentals, aiming to deliver consistent and reliable returns for institutional investors seeking value-oriented investment solutions.

Investment Focus

• Institutional investors