Princeton Ivy Capital Advisors, LLC
Established Investments since 1994.
Flagship Winning Strategy: VALUE=GARP
Contact: 200 Rector Place 9U, New York, NY 10280
Telephone: 646 843 9725
MISSION: To grow Clients' portfolio value over the long run.
THINK LIKE OWNERS AND SEEK TO BUILD LONG TERM ALPHA (a type of investment return)
The Value GARP Strategy is a long-term buy and hold (US listed stocks) equity strategy that requires patience through business cycles.
Based on the principles of value-investing taught by Mr. Benjamin Graham, and made famous by Mr. Warren Buffet, this investment strategy seeks share price discounts in the short term, and the manifestation of value growth of shares over the long term.
VALUE = GROWTH AT REASONABLE PRICE (GARP)
Our key message to current and potential Clients is as follows:
Seeking strong "value-building" companies that have understood and proven how to build shareholder value in the long run. Seeking companies with a purposeful long-term focus on growing earnings per share, with market leadership / strength in their domain. Seeking to provide Clients with ownership of such companies. Seeking to educate our Clients in the patience and discipline of buy and hold, and to think and be "Owners".
We will soon publish our company-ranking database on this website, with our recommendations to certain CEOs: free access to all visitors, showing our total positions.
This strategy is expected to fail in the following conditions: Short-term focus / mindset, the seeking of short term returns, lack of cash inputs causing missed opportunities regarding bargain-deals or short term discounts.
This strategy is expected to win in the following conditions: Availability of cash injections timed with bargain purchases, and holding shares over a period sufficient enough to allow the underlying companies to declare growth in earnings or produce value manifesting "good news".
RECOMMENDATIONS: PUBLIC ANNOUNCEMENTS
To: The Stericycle (SRCL) company: Portfolio Manager, Princeton Ivy Capital Advisors, on behalf of its Clients, requests the CEO and Board of Stericycle to initiate share buy-back program as it deems shares of Stericycle SRCL to be currently under-valued. Portfolio Manager also believes there is some room to use debt at low rates towards buy backs. Princeton Ivy Capital Advisors, effective today October 3, 2018, on behalf of its Clients, has decided to enter into new share / related positions regarding this company.