A disciplined, risk-managed approach to value investing.

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Astute Investor’s Calculus takes a scientific approach to value investing. Most good value investors do significant research to find deeply undervalued stocks, and then wait for the market to come around to their point of view. This process works. However, it does not attempt to manage risk at all. It depends on the investor’s fortitude and discipline to survive adverse market conditions.

I combine deep value research with optimal position sizing and portfolio construction using well established mathematical/statistical models. This process creates a low correlated portfolio that not only generates market beating returns, but does this with less portfolio volatility.

Does this way of investing sound great to you? Then follow along as we methodically extract value from the market and grow our wealth with discipline.

I also publish The Small Cap Value Investor, a weekly LinkedIn briefing on small-cap value investing.

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I also co-found Arbor Trading Post, a small-batch handcrafted leather goods business based in Michigan.

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