Value Investing

Independent Investment Advisory Since 1997

Colbert Investment Management is an independent Investment Adviser established in 1997 and a Registered Investment Advisor (RIA) under the Investment Advisers Act of 1940.

We Are Value-Oriented

We manage both stock and bond portfolios. For example, when building a stock portfolio, we select companies whose value we believe far exceeds their current stock market capitalization. As the underlying business improves over time, its stock price should increase.

Colbert Investment Management’s bottom-up approach identifies businesses that we believe are undervalued. We select companies based on their free cash flow, management ownership, competitive position, private market value estimates, and other financial metrics. Our client portfolios are diversified, typically containing 20 to 40 holdings.

We sell a holding when our reason for buying no longer exists, due to a non-temporary deterioration of company fundamentals, or when a better investment opportunity becomes available.