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Afraid of sky-high stock valuations? Consider this ‘deep value’ strategy

There’s no shortage of arguments that the U.S. stock market, whose main benchmark indexes are at record highs, is overvalued. If your investment portfolio is concentrated in an index fund, you might feel you are properly diversified, but there’s a good chance your risk is concentrated among a short list of companies. Jim Roumell, the founder of Roumell Asset Management of Chevy Chase, Md., and manager of the Roumell Opportunistic Value Fund (RAMSX) offers an investment strategy that is truly different: A balanced fund that takes concentrated positions in micro-cap companies that he argues are grossly undervalued. Read More...

Afraid of sky-high stock valuations? Consider this ‘deep value’ strategy

There’s no shortage of arguments that the U.S. stock market, whose main benchmark indexes are at record highs, is overvalued. If your investment portfolio is concentrated in an index fund, you might feel you are properly diversified, but there’s a good chance your risk is concentrated among a short list of companies. Jim Roumell, the founder of Roumell Asset Management of Chevy Chase, Md., and manager of the Roumell Opportunistic Value Fund (RAMSX) offers an investment strategy that is truly different: A balanced fund that takes concentrated positions in micro-cap companies that he argues are grossly undervalued.

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