At a Glance
  • MVPs proprietary investment research process focus on positive cash flow over a full business cycle
  • Specialty value manager, with a concentrated approach
  • MVP co-founders have worked together for more than 10 years, and have 70+ years of experience
  • Based in Boca Raton, FL. CEO Stephen Kent & Long Trieu

Metis Value Partners

Metis Value Partners, LLC was founded in 2017 and is a fee-based Registered Investment Advisor offering equity investment management services using a value-oriented, fundamental, bottom-up stock selection process. The firm is headquartered in Florida.

We view the investment universe from the perspective of business owners. The inclusion of a company in our portfolios is based on the characteristics of its underlying business and the price paid for an ownership stake in that business. Our firm’s proprietary investment process focuses on companies that exhibit positive operating cash flows over a full business cycle and possess a sustainable capitalization structure.

Metis Value Partners currently offers its three concentrated value strategies as one of the approved managers on Folio Manager Exchange (MMX).  For independent financial advisors wishing to have access to our strategies, please contact us directly for licensing agreements.

**Disclosure: MVP does not make any determination that MVP models are suitable or appropriate for advisor and advisors clients’ use.

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MVP March-29-2019

 

 

 

 

 

Metis Value Partners (MVP) is a registered investment advisor with the state of Florida. This document and information contained herein is for general information and reference purposes only relates to our respective investment strategies presented in our ADV and does not constitute legal, tax, accounting or other professional advice or is it an offer to buy or sell or solicitation of securities or services or an endorsement thereof in any jurisdiction or in any circumstance that is otherwise unlawful or not authorized. MVP does not provide individual or personal investment advice. It should not be assumed that any of the securities transactions or holdings discussed were or will be profitable, or that the investment recommendations or decisions we make in the future will be profitable or will equal the investment performance of the securities discussed herein. The equities mentioned in any communication from MVP are not to be considered as a recommendation of any kind. It is possible at this or some subsequent date, that the owners, officers, or employees of Metis Value Partners may own, buy, or sell one or more of the securities presented in a publication distributed by MVP. Each investor’s investment profile and individual circumstances are unique. Although MVP strives to provide accurate and updated information, our information cannot take into consideration any one investor’s personal finances and goals. Therefore, our information is not intended to be used as a customized recommendation to buy, hold, or sell securities, or engage in any trading strategy. Such recommendations may only be made by a personal financial advisor or broker selected by the investor. MVP is not your financial advisor and does not provide you with financial advice. IRS CIRCULAR 230 NOTICE: To the extent that this communication or any attachment concerns tax matters, it is not intended to be used, and cannot be used by a taxpayer, for the purpose of avoiding any penalties that may be imposed by law. Information is subject to change without notice. 1 The portfolio holdings are for illustrative purposes only. Information is provided to illustrate typical sectors in which the portfolio may invest and to reflect representative portfolio characteristics, which are calculated on a weighted average basis 3 The managed portfolio performance begins on 08/17/2017 for both MVP Value, International, and Worldwide Dividend income strategies and seeks to outperform the S&P 500,  MSCI EAFE , and Dow Jones Global Dividend indexes respectively, over a full market cycle. Financial leverage is not employed as a part of any of MVP’s investment strategies. Performance return results reflects the reinvestment of dividends and other earnings within the portfolios, and are expressed in US Dollars. Performance return results are presented gross of investment management fees and withholding taxes. Fees would reduce actual performance results. Additional investment advisory and custodial fees may apply. Past performance is no guarantee of future results. 4 Return results are reported by the portfolios’ custodian, Folio Investments, Inc., have not been independently verified, and are not calculated according to the Global Investment Performance Standards (GIPS®) promulgated by the CFA Centre for Financial Market Integrity. A complete list and description of MVP’s managed portfolio performance, and additional information regarding policies for calculating and reporting returns are available upon request. The MSCI EAFE is an unmanaged, capital-weighted index of companies in developed markets, excluding the U.S. and Canada. Index returns do not reflect any fees or expenses. It is not possible to invest directly in an index. 5 Investments in the respective value strategies (Value, International and Global Dividend Income) are not FDIC insured or bank guaranteed and may lose value. Foreign-based investments are subject to the risk of erratic market conditions, economic and political instability, and fluctuations in currency exchange rates.  6 Value-based investments are also subject to the risk that the broad market may not recognize their intrinsic values.