Investment Approach

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* Indices are unmanaged and investors cannot invest directly in an index. Unless otherwise noted, performance of indices do not account for any fees, commissions or other expenses that would be incurred. Returns do not include reinvested dividends.
The Standard & Poor's 500 (S&P 500) is an unmanaged group of securities considered to be representative of the stock market in general. It is a market value weighted index with each stock's weight in the index proportionate to its market value.
The DAX is a blue chip stock market index consisting of the 30 major German companies trading on the Frankfurt Stock Exchange. Prices are taken from the Xetra trading venue. According to Deutsche Börse, the operator of Xetra, DAX measures the performance of the Prime Standard’s 30 largest German companies in terms of order book volume and market capitalization.
The IBEX 35 is the benchmark stock market index of the Bolsa de Madrid, Spain’s principal stock exchange. It is a market capitalization weighted index comprising the 35 most liquid Spanish stocks traded in the Madrid Stock Exchange General Index and is reviewed twice annually.
The Aragon Value Strategy invests in undervalued companies listed on the New York, American, and NASDAQ exchanges with an assumed two-year holding period, and does not specifically restrict holdings to a particular market capitalization. Past performance does not ensure future results, and there is no assurance that Aragón will achieve its investment objectives. Current performance may be higher or lower than the performance quoted above.


Investment Approach

Aragón Value Partners employs a long, equity-based, value strategy, investing in stocks. We target a 15% annualized return. Our strategy is to purchase companies that are undervalued based on our analysis of their intrinsic worth.

Our Analysis

We are a buy-and-hold investor. We do not short equities or trade on margin. We do not employ leverage. We assume a two-year hold period on all of our investment positions, though we will exit earlier if the fundamentals of the company change or they meet our intrinsic value target.

We are a high conviction, focused investor. We prefer to concentrate our holdings in companies we firmly believe in, rather than spreading ourselves across a large number of positions. If our investment philosophy aligns with yours, please contact us for an initial consultation.


Our Requirements

In order to invest with Aragon Value Partners, you must be a qualified investor as required by the Securities and Exchange Commission. Minimum account size $500,000.

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