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SHINING INVESTMENT STAR IN A DOWN ECONOMY: Unique Stocks Speak Softly, Carry a Big ‘Stick’ (Guest in EST)
There are not too many big surprises in an economy like the one plaguing the entire world right now—certainly not surprises with a big upside. Even the modest market rebound over the past year is very much in line with most economist projections.
But buried within that rebound is a rather remarkable investment portfolio program that is quietly blowing other strategies out of the water, and financial expert, Steve Selengut, is available for interviews to give your audience the intriguing lowdown.
At the core is an elite class of value funds known as Investment Grade Value Stocks that offer an element of excitement not often associated with the stereotypically boring “value” variety.
Just how exciting? Recent reports announce that the Investment Grade Value Stock Index (IGVSI) dramatically outperformed both the Dow and the S&P last year with an 84 percent stick. In fact, since the market bottom exactly one year ago in March 2009, the IGVSI rose 63 percent against the Dow’s 33 and the S&P’s 35 percent gains.
According to Selengut, what makes these funds so unique and quietly appealing is a series of criteria they meet that sets them apart from other value funds. While they offer the same kind of lower-price, lower-risk stability benefits of a value fund, they possess a financial viability dynamic that gives them an element of growth-stock potential…the perfect remedy for today’s investor frustrated with the market options available right now.
Call Special Guests to arrange an interview with Steve Selengut, and be prepared to explore a fascinating look inside the down economy’s hidden-gem investments.
ABOUT YOUR EXPERT GUEST, STEVE SELENGUT:
Professional investment portfolio manager. BA Business, Gettysburg College, MBA, Professional Management, Pace University, Paul Harris Fellow, Phi Gamma Delta, AAII member & speaker, Steve Selengut has been a private investment manager since 1979.
His life experience as an investor started in 1970, at age 25, when he was given the responsibility to manage a $60,000 portfolio. He developed an Asset Allocation Model then (decades before the concept became popular) that he still uses today, and a trading approach to investing that allowed him to start his own business at age 34.
During his twelve-year career in the Financial Services industry, Steve developed an appreciation of the complete Wall Street (political, social, and economic) environment. Using this understanding of the “playing field” (and a portfolio that provided all the income his family needed), he took his new investment ideas and concepts on the road.
Building an Investment Management business with no corporate sponsorship, no products to sell, and just two management clients was a daunting task. Fee-only personal investment management without mutual fund commissions or product sales was a revolutionary approach in 1979.
Steve has developed a loyal following of dedicated clients, many of whom have been with him for most of his career--- the two who helped start the business in 1979 remain as clients today. Many non-clients use his unique portfolio management methodology and a select few have been taking advantage of his mentoring services.
He has published hundreds of investment (and tax reform) articles, and three investment books. He invented the Working Capital Model, developed the IGVSI, and has introduced many new investment concepts, including: The Investor's Creed, Smart Cash, the QDI, Base Income, Securities Buckets, and others.
Investment Grade Value Stocks and High Quality Income securities are the only investments considered for use within the Working Capital Model (WCM). In 2008, this utterly boring combination produced surprising results compared with the DJIA, S & P 500, Morningstar's latest and greatest, Bill Miller's LMVTX, and the Buffett Berkshire “B.”
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