Valu-Trac Investment Management Limited

Intrinsic Value: Single Discipline, Global Investment


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Latest Published Reports
1. Commodity Review
14th August 2018
2. S&P 500 Buy Candidates with High Short Interest
14th August 2018
3. Emerging Equity Markets - a ripening prospect?
8th August 2018
4. Valu-Trac FTSE 350 Focus Report
3rd August 2018
5. Valu-Trac FTSE Europe ex UK Focus Report
3rd August 2018
6. Valu-Trac Nikkei 225 Focus Report
3rd August 2018
7. Valu-Trac S&P 500 Focus Report
3rd August 2018
8. Commodity Strategy
1st August 2018
9. Currency Strategy
1st August 2018
10. Global Bond Strategy
1st August 2018
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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
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"The habit of relating what is paid to what is offered is an invaluable trait in investment" - Benjamin Graham
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0.004946 Last Update: August 17th, 2018