The Cabot Benjamin Graham Value Investor 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 Investor's chief analyst, 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 in the Cabot Benjamin Graham Value Investor. During the past 10 years, the Cabot Value Model achieved a return of 120%, compared to the S&P 500 return of 63% (as of 9/30/13).
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 B.S. in Business Administration with a major in Finance and Investments from Babson College in Wellesley, MA. J Royden Ward can be found on Google Plus.
PublicationsJ. Royden Ward is an econometrician and the chief analyst of Cabot Benjamin Graham Value Investor, 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 Mr. Ward himself.
Every month, Roy fills a spreadsheet with 1,000 stocks and 244 columns of data and formulas to produce two million calculations. The calculations tell Roy which companies have produced steady sales, earnings and dividend growth during the past 10 years. He also uses the calculations to find companies that will continue to grow during the next year, two years and five years. The information also helps him to identify companies that have strong balance sheets with little debt and lots of cash. Finally, the calculations help Roy to determine which stocks are undervalued and deserve further study to determine their appreciation potential. The results of all his analysis is boiled down and appears in an easy-to-understand format in Cabot Benjamin Graham Value Investor. During the past 10 years, the Cabot Value Model achieved a return of 120%, compared to the S&P 500 return of 63%.
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