OBJECTIVES

Our intended role within an investor’s total portfolio is to provide capital appreciation potential from exposure to potentially undervalued companies that have, in our opinion, strong operating characteristics.

Our goal in our flagship fund, Method Investments, LP, is to outperform the Russell 2500 Value Index benchmark over a 5-year rolling period, in an attempt to add alpha without adding commensurate risk.

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Method Investments LP

PHILOSOPHY

We believe that a portfolio of SMID-Cap value stocks selected systematically, based on quantitative rather than qualitative criteria, can offer the potential to build a basket of holdings that has both higher risk-adjusted returns than the Russell 2500 Value Index as well as the potential to outperform the Index over time.

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APPROACH

Method Investments LP employs a proprietary, data-based fundamental analysis approach to SMID-Cap value investing. Technical and trend analysis regarding how a stock trades plays no role in our investment process.

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