Yorkville Asset Management

Quality, Value, Risk (QVR)

Our investment selection is driven by our unique QVR screening and ranking system that emphasizes investing in quality companies, trading at attractive valuations and offering the highest potential returns per unit of risk assumed.

“Quality” looks at Michael Porter’s competitive drivers for selecting quality companies. These drivers include strong rankings in the areas of product innovation, competitive advantage, management strength, market share and quality of assets and earnings.

“Valuation” ultimately refers to how expensive a company is relative to its peers, as well as to its historical averages. This enables us to determine valid stock entry and exit price levels.

“Risk” analyzes volatility in terms of historical information, as well as data-driven projections. This allows us to better match the portfolio risk to the clients’ risk appetite.

After our quantitative QVR process takes place, our portfolio managers review the top-ranked companies within each sector, and begin the qualitative research process. Upon completion, the investment committee evaluates and determines their investment decisions that ultimately form our clients’ portfolios.