Valu-Trac Investment Management Limited

Intrinsic Value: Single Discipline, Global Investment


ACD Services


Contact Us
Most Popular Research Reports
1. Valu-Trac Strategy Highlights
1st February 2018
2. S&P 500 Buy Candidates with High Short Interest
12th February 2018
3. Global Macro Strategy
1st February 2018
4. Valu-Trac Gold Review
22nd January 2018
5. Global Equity Strategy
1st February 2018
6. Valu-Trac FTSE 350 Focus Report
14th February 2017
7. Global Bond Strategy
1st February 2018
8. Currency Strategy
1st February 2018
9. Valu-Trac World Monetary Review
18th December 2017
10. Commodity Strategy
2nd January 2018
Not Registered? Contact us for a trial

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 © 2018. All rights reserved. | | Conflicts of Interest | Stewardship Code | Renumeration Policy | Pillar 3 Disclosure
Supplementary Information Document (SID) | Sub-Custodians | Privacy Policy | Disclaimer
0.0063460000000001 Last Update: February 23rd, 2018