MS Equity Value Model Portfolio
This form is designed to help us understand whether your personal circumstances align with the equity investment product we offer.
Start your investment journey with Marshall Sterling
About the strategy
What is the product?
- The Marshall Sterling Equity Value Portfolio invests into a basket of stocks that are generally priced significantly below the intrinsic value of the underlying business.
- The portfolio allows subscribers to invest their capital into a pre-defined Model portfolio, that seeks to outperform its benchmark such as the FTSE 350.
- Yor capital is held with a third party FCA authorised custodian and you can withdraw it at any time.
- Our investment approach closely follows the process used by a private investor seeking to purchasing a business in its entirety.
- We base our investments on a thorough, objective evaluation of the disparity between the stock price and the intrinsic value of the underlying business.
- We look for wide margins between those two values.
- We focus exclusively on purchasing and holding the stocks of publicly listed companies.
- We’re not constrained by any geography, sector or size. We invest where the opportunities arise.
- We aim to minimise non-market risk by maintaining a portfolio of up to 20 stocks at any given time.
- When a stock reaches a price that we no longer consider undervalued, we cash out and recycle capital into the next best stock on our watch list that fits our mandate.
- Our portfolio also typically receives regular dividends from its constituent companies, which are also reinvested back into the strategy.
Please note that additional suitability checks will follow later in the process to ensure your protection.