Validea

JUNE 16, 2025

Benjamin Graham – The Deep Value Purist Graham’s approach, considered the bedrock of value investing, focuses on balance sheet strength and low valuation. 7/15/2003 Warren Buffett Patient Investor +2.5% +11.9% +8.8% 12/5/2003 Benjamin Graham Value Investor +1.0% +17.1% +10.8% Sample picks: Comfort Systems USA ( FIX ): +35.6%

Valuation 52

Valuation Risk Tolerance Math Portfolio 52

The Big Picture

MAY 9, 2023

And then in about 2003, we set up a group called the European Special Situations Group, which was a multi-asset class proprietary investing business. They have a different liability structure, different investment goals, different investment risk tolerances, and we have different teams. RITHOLTZ: They just became distressed.

Assets 293

Assets Clients Investing Investments 293

The Big Picture

MARCH 12, 2024

And we said, let’s just take a little detour here and make sure we understand the credit risk of these things before we sort of travel, start making markets and banking and, and, and really making these a core part of our business. So that little detour was in 2003. So think about 2003 home prices had gone up a lot from 2000.

Banking 144

Banking Marketing Marketing Investing 144