The Elite Relative Value Strategy

"The determining trait of the enterprising (or active, or aggressive) investor is his willingness to devote time and care to the selection of securities that are both sound and more attractive than the average."

Benjamin Graham - The Intelligent Investor

Investing involves risk, including loss of principal. There is no guarantee that any strategy will be profitable. Please click here for further disclosures.

Meet the Investment Committee

Daniel Dower

Chief Portfolio Manager

A successful real estate investor, Daniel created the ERVS and manages its proprietary valuation methodology.

Vernon Bell

Associate Portfolio Manager

A dedicated fiduciary and president of TEA, Vern recognized the unique value proposition offered by the ERVS.

Sam Zavaletta

Associate Portfolio Manager

A family office manager and head of institutional sales at TEA, Sam assists the CPM in finding prospective investments.

Understand Our Process

1.

First, we seek to identify healthy, stable companies with long term dividend history and resilient cashflows.

2.

From the universe of candidates, the CPM selects a basket of top choices to monitor.

3.

Throughout the year, the committee monitors and updates the list of top choices.

4.

Once a candidate arrives at the appropriate acquisition price, the CPM makes the final determination on whether or not to buy.

5.

Having purchased a stock, we hold the position and wait for the market to reprice the stock. We are price timers. If a stock is too low, we are likely to buy. If a stock is too high, we are likely to sell.

Download the Datasheet

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy.

© 2020 by Texas Elite Advisory, LLC.