J. Royden WardValue Investment Specialist, Analyst and Editor of Cabot Benjamin Graham Value Letter
A lifelong investment professional, J. Royden Ward applies his 40 years of
investment research, portfolio management, writing and publishing
experience to his role as analyst and editor of
Cabot Benjamin Graham Value Letter.
The Cabot Benjamin Graham Value Letter is directed to long-term
investors seeking a guide to profitable value investing based on the
time-tested systems originally developed by Benjamin Graham. Since the
1930s, Benjamin Graham’s timeless value investing approach achieved returns of 20% per year with low risk regardless of the
market's ups and downs. Graham taught or influenced later investment
gurus Warren Buffett,
Mario Gabelli, John Neff, Michael Price, John Bogle—and Cabot Benjamin
Graham Value Letter editor J. Royden Ward.
A second-generation disciple of Benjamin Graham, Roy in 1969 pioneered the development of a computerized model
that applied the formulas developed by
Graham using a unique ranking system. Today, Roy applies his system to
two models in the Value Letter. Since inception in 1996, Roy's Wise Owl
Model has achieved a compound annual return of 16%, and since inception
in 2003, Roy's Classic Benjamin Graham Value Model achieved a compound
annual return of 22.4%.
Prior to joining Cabot, Roy directed all facets of the
investment divisions for several financial planning/investment advisor
organizations and successfully managed and monitored the performance of
300 individual accounts for investors using stocks, bonds and mutual
funds.
Roy is a Registered Investment Advisor and holds a BS in Business
Administration with a major in Finance and Investments from Babson
College in Wellesley, MA.
Publications
J. Royden Ward is the analyst and editor of
Cabot Benjamin Graham Value Letter, offering comprehensive value investing advice for moderately conservative investors. It identifies undervalued, high-quality stocks using the only system with a 76-year track record—a system developed by Benjamin Graham, used by Warren Buffet, and later computerized by the newsletter’s Editor and Analyst, econometrician J. Royden Ward.
Cabot Benjamin Graham Value Letter presents two portfolios based on Benjamin Graham systems: Classic Benjamin Graham Model and Wise Owl Model. Since its inception in 1995, the Wise Owl Model has achieved a compound annual return of 16%. Since its inception in 2003, the Classic Model and achieved a compound annual return of 22.4%.
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