Value investment philosophy

Investment Philosophy

Creating value

Our investment philosophy is dictated by an approach to value creation at each stage of our management process.

We adhere to a flexible approach as our research and identification efforts form the foundations of a long-standing decision making process that considers the following;

  •   Company fundamentals ultimately dictate stock price movements;
  •   Markets are inefficient and price discrepancies are critical to effective value creation;
  •   Fundamental factors respond differently during each stage of the business cycle.

Applying this philosophy ensures that we analyze the number of variables likely to weigh on asset price movements under favorable conditions and during time of market duress. With this approach our identification process are able to highlight key drivers that may not be price factored by the wider market.

Fundamental analysis

Understanding asset fundamentals, how they perform under different conditions and accurately calculating their intrinsic value, enables us to develop a premium platform of value enhanced investments that seek to exploit the undervalued characteristics of asset price discrepancies.

Reacting to change

A deeply concentrated focus on value creation demands flexibility across a number of variables that have profound effects on the accuracy of forecasting. As market conditions change, technologies improve and corporate practices evolve, underlying asset valuations fluctuate causing prices to either return to their fair market value or distort further.

Capitalizing on such inconsistencies as markets evolve dictates a philosophy that is neither reliant on growth, value bias or a momentum driven approach. We believe that this flexible approach provides us with the opportunity to deliver performance irrespective of market conditions.

Alternative Investment Strategies

Enhancing the ability to diversify the performance of an optimized portfolio

Investing in Alternatives

  • Introduction to Alternatives
    Alternative investing acts as a compliment to the existing makeup of a balanced portfolio more typically comprised of traditional asset classes such as equities and bonds.
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  • Secondary markets
    Secondary markets present buyers and sellers of private with the ability to trade and liquidate their private equity holdings. Birch Century connects investors with institutions to facilitate secondary, direct and synthetic private equity transactions.
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Who We Serve

Private clients, family offices and institutions

  • Private Investors

    Our private clients are individual, retail investors whom seek to the dedicated attention to the efficient management of their wealth accomplished only through the bespoke client-centric model that has become the hallmark of our firm.

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  • Family Office

    Our family office services are designed around the specific needs of high-net worth families whose financial management requirements demand the dedication of a professionally managed solution.

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  • Institutions

    At the institutional level, our client base is comprised of financial intermediaries, independent wealth managers, insurance companies, nonprofit foundations and corporate financial committees.

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Become Our Client

What does being our client mean for you?

What to expect

As an independently managed firm, we understand that the success of our firm is highly dependent on the success of our clients.

We continue to place emphasis on the improvement of our services as our professionals go above and beyond to ensure that Birch Century maintains it's status as a leading provider of choice.

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