Gracor Investors
Gracor Investors
   
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Overview
Gracor Investors

Profile

  • Founded 2006
  • Headquartered in Temecula California
  • Product offerings:
    - Global Equity Separate Accounts

Strengths

  • Independent, employee-owned
  • Over 20 years industry experience
  • Tested global investing experience
  • Proven knowledge of Value Investing
  • Consistency of style
  • Predetermined limit to assets under management
  • Predetermined optimal number of stocks in client portfolios
  • Management investing completely aligned with client portfolios

Minimum Account Size

  • $1 million (preferred)

Investment Philosophy

  • Value Investing
  • Global Perspective
  • Fully Invested

Investment Process

  • Long-term
  • Bottom-up
  • Fundamental business-specific analysis
  • Realistic historical perspective
  • Stocks purchased at significant discounts so that return is optimized while risk is minimized

Portfolio Characteristics

  • Concentrated (Typically 30-35 holdings)
  • Low turnover (Holding period typically 4-6 years)
  • Diversification parameters – At the time of purchase, generally no more than:
    • 5% maximum per security
    • 20% per country and industry, or
    • 150% of Index weighting
    • 20% in emerging markets
  • No currency hedging

Stock Characteristics

  • Mid-to-Large Capitalization
  • Deep pessimism in the press about their prospects for the future
  • Understandable financial statements
  • Low price/earnings ratios
  • High level of assets supporting the valuation
  • Strong balance sheet