Paragon Capital Management

303.293.3680 | connect@pcm-net-com

Value Strategy

"Research indicates that investing in stocks with low or cheap valuations is a solid long-term strategy that has out-performed the stock market over time."

Paragon Value Stock Strategy

We also manage a proprietary value stock strategy. The strategy uses behavioral finance principles, in that it uses a quantitative stock screening model that removes emotions and biases from the investment process.

The strategy identifies cheap US stocks that are simply out of favor (rather than cheap because of financial difficulties). We then hold the stocks for at least a full year to give them time to come back into favor, and to get more favorable capital gains tax treatment.

The strategy has a lengthy track record of success. This link provides more details and the history of the strategy:

Paragon Value Stock Strategy

Paragon Value Strategy Composite