Valu-Trac Investment Management Limited

Intrinsic Value: Single Discipline, Global Investment

Investor Portal

ACD Services


Contact Us
Most Popular Research Reports
1. S&P 500 Buy Candidates with High Short Interest
21st February 2019
2. Valu-Trac Strategy Highlights
4th March 2019
3. Global Equity Strategy
1st February 2019
4. Valu-Trac Gold Review
17th January 2019
5. Valu-Trac World Monetary Review
31st December 2018
Not Registered? Contact us for a trial

Valu-Trac Contact Information

Fax : 01343 610 788
Fax : 01343 880 267

Tel: 01343 880 217
Tel: 01343 880 344

Tel: 0131 473 1024
Valu-Trac has a distinct investment philosophy based on the fundamental concept of Intrinsic Value.

For income producing assets (such as Equities and Bonds), an investment gives the right to receive an income stream. Intrinsic Value is a measure of the potential income return, which determines the future opportunity. For non-income producing assets such as Gold, Commodities and Currencies, Intrinsic Value is determined by reference to the World Monetary Base which determines the quality of money.

This gives rise to a discipline that can be used for allocating across and within the four Asset Classes: Equities (including by region, country and sector), Bonds, Currencies and Commodities.

Valu-Trac uses Intrinsic Value measurements to provide Asset Management, Investment Research and Investment Counselling Services. Valu-Trac also provides fund administration services to third parties.

Asset Management

Long only and Long/Short
Pooled and Segregated Mandates

Authorised Corporate Director Services

Fund Accounting & Administration
Treasury Services

Investment Counselling

Customised Asset Allocations


Investment Research

Investment Strategy Allocations
Stock Selection
Valu-Trac Display

"The habit of relating what is paid to what is offered is an invaluable trait in investment" - Benjamin Graham
Copyright © 2019. All rights reserved. | | Conflicts of Interest | Stewardship Code | Renumeration Policy | Pillar 3 Disclosure | Complaints Procedure
Best Execution (RTS28) | Supplementary Information Document (SID) | Treating Customers Fairly Policy | Sub-Custodians | Privacy Policy | Disclaimer
0.00467 Last Update: March 22nd, 2019