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 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.