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Investment Fund Pools - ValueInvestingNow.com

Value Investment Fund

Value investing is defined as a systematic process of buying high quality stock at an undervalued market price quantified by intrinsic value and justified via financial analysis; then selling the stock in a timely manner upon market price recovery.

The club’s Value Investment Fund consists of seven pools of investments. Each pool is a set of companies in a similar industry. All potential investments are one of the top 2,000 companies traded in the market based on current market capitalization (minimum $3 Billion). The seven pools and their corresponding members are:

.                                                     Real Estate Investment
          Railways                            Trusts (Residential Rentals)            Banks                      Fast-Food            Military Contractors      Insurance (P&C)     Entertainment

  • Union Pacific                                Essex Property Trust                                   Comerica Bank               McDonald’s                  Huntington Ingalls                   Travelers’                         The Walt Disney Company
  • CSX                                              UDR (United Dominion Realty)                 Bank of America             Restaurant Brands        Lockheed Martin                      AllState                           Netflix
  • Canadian National                        Equity Residential                                       Wells Fargo                    Starbuck’s                     Raytheon Technologies            Progressive                     Paramount
  • Canadian Pacific                           Avalonbay Communities                             JP Morgan Chase            Jack-In-The-Box           Northrop Grumman                 AFG, Inc.                        Warner Brothers
  • Norfolk Souther Corp                   Mid-America Apartment Communities       Fifth Third Bank             Yum Brands                  General Dynamics                   Old Republic                   Sea World (Busch Gardens/Sea World Parks)
  •                                                       American Homes 4Rent CI A                      Bank of New York          Wendy’s                         L3 Harris Technologies          Cincinnati Ins.
  •                                                                                                                                                                      Shack Shack
  •                                                                                                                                                                      Domino’s Pizza

There are no less than 42 potential corporate investments. Each investment fund pool has its own dedicated set of resources, spreadsheets, formulas and supporting documentation in their respective section of the website. You must be a member of the club to gain access. It is encouraged for members to create their own pool and have that pool validated by the facilitator and in a forum of other members. Once completed, that pool may be posted to this site with your permission. If you desire to have your pool posted here, you will be considered the expert for that pool; any interactions with fellow club members related to that pool is controlled by you. 

It is encouraged that all club members complete the initial two phases of the education channel, i.e. Phase I and II of lessons prior to creating their own pool. All members receive suggested buy/sell points for the above seven pools as they are generated by the facilitator. 

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