Valuentum

Brian Nelson, CFA

General Information

Name:
Brian Nelson, CFA
Fool Since:
April 17 2012
Where I Live:
Chicago, IL

Investing Basics

Investing Experience:
High
Types of Investments:
Valuentum investments

Investing Favorites

Newsletters:
Valuentum's Best Ideas Newsletter
Blogs:
www.valuentum.com

Education And Work Information

School(s) Attended
University of Chicago GSB (Booth)
Job Title
President
Company / Organization
Valuentum
Former Jobs
Director, Morningstar

My Story

Valuentum (val∙u∙n∙tum) [val-yoo-en-tuh-m] Securities Inc. is an independent investment research provider, offering premium equity reports and dividend reports, as well as commentary across all sectors/companies, a Best Ideas Newsletter (spanning market caps, asset classes), a Dividend Growth Newsletter, business/investing book reviews pre-public release, modeling tools/products, and more. Independence and integrity remain our core, and we strive to be a champion of the investor. Valuentum is based in the Chicagoland area.

How I Invest

At Valuentum, we think the best opportunities arise from a complete understanding of all investing disciplines in order to identify the most attractive stocks at any given time. Valuentum therefore analyzes each stock across a wide spectrum of philosophies, from deep value through momentum investing. We think companies that are attractive from a number of investment perspectives--whether it be growth, value, income, momentum, etc.--have the greatest probability of capital appreciation and relative outperformance. The more deep-pocketed institutional investors that are interested in the stock for reasons based on their respective investment mandates, the more likely it will be bought and the more likely the price will move higher to converge to its true intrinsic value (buying a stock pushes its price higher). On the other hand, we think the worst stocks will be shunned by most investment disciplines and display expensive valuations, poor technicals and deteriorating momentum indicators.