Our Investment Philosophy
Incorporating a differentiated approach to value investing. Using empirically backed data.
Intrinsic Value Investing
With Bondurant Investment Advisory, we unravel the narrative of intrinsic value—the essence of a security’s worth based on future cash flow. In the dynamic world of market behavior and inefficiencies, we navigate the twists and turns, identifying discrepancies between market prices and intrinsic value. As your financial companion, we craft a narrative of opportunity, leveraging these inefficiencies to shape your portfolio’s growth story. With a patient, long-term approach, we believe in weaving a tale of success for individual investors who choose to explore the richness of market opportunities over time.
Drivers of Investment Philosophy
Behavioral Finance
As storytellers of financial success, we strive to craft an optimal asset allocation that guides you toward achieving your goals. Within market dynamics, we help unravel the tales of common biases from individuals and advisors that can impede portfolio performance.
Our role is to shield you from these pitfalls and empower you to seize opportunities hidden within market mispricing influenced by behavioral biases. Trust us to be the authors of a narrative where your investment decisions are safeguarded and your journey through market intricacies is one of resilience and growth.
Incorporating Mean Reversion
In the world of finance, academic research underscores the critical role of asset allocation, attributing over 90% of a portfolio's risk and return. Further insights reveal that when held over extended periods, equities tend to yield higher returns than bonds with comparable risk, influenced by mean reversion dynamics.
Our asset allocation process is methodically designed to align with clients' investment objectives and risk tolerance, incorporating a proprietary allocation strategy that includes risk assets and a risk control bucket, strategically mitigating the potential of selling risk assets at unfavorable moments.
Research Driven Global Securities
We leverage our broad research network that grants us access to many institutional providers and trusted investment professionals, shaping the foundation of our investment processes. Our wealth of investment experience and research emerges as a guiding force, allowing us to navigate the global landscape in selecting and evaluating securities.
The richness of our network not only broadens the canvas of investment opportunities but also weaves diversification benefits into the fabric of client portfolios, enhancing the delicate balance between risk and return. Trust our narrative to lead you through a world of possibilities where informed decisions and global insights form the essence of your financial story.
The Power of Compounding
At Bondurant, we emphasize the significance of compounding returns—an often-underappreciated force that we believe is critically important for achieving long-term goals. In a world dominated by the allure of quick gains, we embrace the patience and foresight required for a long-term view in portfolio management. Trust us to be your partner in enduring financial success, where the power of compounding becomes the cornerstone of your journey toward lasting prosperity.
How Can We Help?
If you’re ready to take control of your financial future, schedule a personalized consultation now to explore tailored strategies that align with your unique goals and challenges.
How Can We Help?
If you’re ready to take control of your financial future, schedule a personalized consultation now to explore tailored strategies that align with your unique goals and challenges.
An Integrated Approach
Harmonized diverse financial elements with seamlessly coordinating strategies help to optimize growth, preservation, and overall financial well-being.
Financial Planning
Wealth Management
Legacy Planning
Financial Insights
Discover important insights into making wise financial decisions by reading our educational articles and attending our webinars.
Get In Touch
Contact us via phone or email, or send a message and tell us more about yourself and your financial goals.
Get In Touch
Contact us via phone or email, or send a message and tell us more about yourself and your financial goals.
