Mraz Amerine & Associates
Mraz Amerine & Associates
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  • Investment Philosophy
    • Allocation Strategy
    • Tax Efficient Management
    • Risk Management & Investment Monitoring
  • About Us
  • Our Team
  • Contact
  • Disclosures
  • Form CRS
  • Home
  • Investment Philosophy
    • Allocation Strategy
    • Tax Efficient Management
    • Risk Management & Investment Monitoring
  • About Us
  • Our Team
  • Contact
  • Disclosures
  • Form CRS

​Allocation Strategy

Security Selection

  • Follow rigorous investment philosophy as promulgated by Benjamin Graham
  • Mitigate risk primarily via security selection criteria

Portfolio Construction

  • Own companies with a built-in margin of safety, which perform well in all types of markets
  • Own less than 15% of a single company
  • Hold cash when unable to find securities which meet our rigorous investment criteria

Ongoing Monitoring

  • Analyze company-specific risks
  • Test for macro exposures and other stress points
  • Impose position size ranges by company (rebalancing)
  • Review individual portfolio holdings
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