Ragan Young

Provides investment services

GVI is a GARP investor that uses a proprietary quantitative quarterly screening of the S&P universe by sector and industry. Their universe consists of the S&P Super composite index. They screen a constituent member company's financial strength through careful balance sheet ratio analyses, and long-term profitability through revenue and earnings growth analyses. They then develop a select list of companies for close monitoring and active consideration for inclusion in the client portfolios and identity attractive securities through dynamic valuation of companies using fundamental ratios such as p/e, cash flow and dividend yield. GVI seeks to buy companies selling at a discount to fair value with an identifiable catalyst to promote appreciation to full valuation. They validate purchases and sales via relative strength of the industry and stock. The firm tends to comply with S&P sector and industry weights. For fixed-income, they primarily invest in short, intermediate and long U.S. Treasury and agency bonds or Treasury and agency bond funds. Cash investments are made in U.S. Treasury bills or higher yielding money market funds, pending equity or fixed-income investments.