RESEARCH PROPELS THE SEARCH FOR VALUE

Good investment ideas are valuable. They must be thoroughly researched and diligently pursued. Indeed, investment success is the result of understanding a business, its capital structure and its securities. It is MJ Whitman’s objective to know more about each investment situation—and from a decidedly unique perspective—that differentiates our ecommendations from those of other investment firms.

The MJ Whitman value approach to investing is based on stringent "bottom-up" analysis, which emphasizes the detailed study of individual companies and securities. This is fundamental analysis with the ultimate goal of understanding a business intimately and thoroughly, with all idiosyncrasies appreciated. After exhaustive analysis of a business and its securities, MJ Whitman’s analysts arrive at a judgment about those securities in the context of the prices at which they are selling. SEC filings, financial statements, stockholder reports, field research, management interviews and industry publications are the focus of MJ Whitman’s research effort. Trends, sectors, cycles and psychologies of the overall market are virtually ignored.

MJ Whitman combines strong research expertise with our experience in the financial markets to develop innovative investment strategies tailored to meet specific client needs, for both individuals and institutions. The research and trading professionals at MJ Whitman work together to conduct the detailed company-specific research and apply the market knowledge necessary to arrive at each investment decision.