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What is Hiding in Your Portfolio? – Evaluating your holdings' true profitability using the EVA framework

Available On Demand

Investors today face mounting challenges as the reported financial statements continue to contain accounting distortions that unless corrected for investors can be at a distinct disadvantage as they are using incomplete information.  

That is unless you are using the Economic Value Added methodology - EVA. 

Economic Value Added (EVA) allows investors to parse through thousands of companies globally with comparable accounting adjustments to drive informed investment decision making on a systematic basis. EVA is an established standard in measuring, analyzing, projecting, valuing, and discounting a firm’s underlying economic profit rather than its accounting profit. With coverage of 21,000+ public companies, this solution enables investors to measure, analyze, and value corporate performance and inform investing decisions.

In this webinar we will showcase how using EVA allows investors to use cleaned up, consistent, and comparable analysis to drive portfolio returns through time and how EVA helps investors identify whether a value name is a trap or not and when it might make sense to own an ‘expensive but worth it’ high growth high multiple name.  

Book Your Complimentary EVA Portfolio Review 
As a follow up to the webinar, the ISS EVA team offers a complimentary portfolio review of your fund or watchlist. The review can offer a fresh perspective into the tradeoff between the Financial Quality of your holding’s vs the implied Valuation. Our hope is that it can help you to deliver better risk adjusted returns and achieve improved style-diversification for your firms’ capital. Please contact our EVA expert Conor Landy at [email protected] to schedule an appointment. 

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Sponsored by

 

 

Anthony Campagna
Managing Director, Head of Integrated Financials and Impact
ISS EVA

 

David Armstrong - Host
Editor-in-Chief and Executive Director of Content and User Engagement
WealthManagement.com

 

 

 

 

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