Who is Todd Asset Management?
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101 South 5th St.
Louisville, KY 40202
Todd Asset Management LLC was founded in 1998; however, its predecessor firms date back to 1967 when Bosworth Todd founded the Todd-Boston Company.
In 1986, responding to changing markets and frustration with the static nature of standard value practices, the value products adopted its unique methodology using intrinsic value to identify a stock's true underlying value.
Today, with nearly 30 years of experience with the intrinsic value methodology, Todd Asset Management continues to believe Price to Intrinsic Value ("P/IV") is still the most effective method for determining the relative attractiveness of one stock versus another regardless of economic sector.
P/IV Provides the Foundation for Five Large Cap Strategies:
- Domestic Large Cap Intrinsic Value
- Domestic Intrinsic Value Opportunity
- International Intrinsic Value
- Global Intrinsic Value Equity Income
- International Intrinsic Value Opportunity
Combining P/IV with a Fundamentals-Based, Proprietary Multi-Factor Ranking Model:
P/IV is the foundation for each of our five strategies, but the process has evolved to include a fundamentals-based, proprietary multi-factor ranking model. We believe investing in stocks with attractive valuations, that also possess fundamental strength and market acceptance, increases the probability of alpha generation over the short and long term.
Generally, our proprietary model provides a composite ranking by separately scoring the fundamentals relevant to a particular strategy based on inputs that are individually validated by our portfolio management team. The cornerstone of the process, P/IV, is double weighted. Since the composite ranking allows securities to be compared across sectors and regions based on their fundamentals, we are able to both build and monitor portfolios with this process.
Success Measured by Client Satisfaction:
We know that client satisfaction is the ultimate measure of a firm's success. Todd Asset Management strives to diligently execute our process each and every day.
Todd Asset Management expects to continue its tradition of utilizing the P/IV methodology and multi-factor ranking model to focus on large cap stocks worldwide to meet client needs for high conviction, alpha generating strategies.
For a more complete history of Todd Asset Management, please reference Item 4 Part 2A of Form ADV.
Download Part 2A of Form ADV Firm Brochure