Real Trading
Graham – Value Investing Program
Graham is our long-term equity strategy that invests in undervalued U.S. companies based on fundamental analysis. It is the only program on our platform that naturally correlates with broad stock market indices, since it holds equities directly. All other programs target absolute return and have negative correlation to traditional markets.
For a full explanation of our methodology, screening process, and philosophy, visit our Value Investing section.
Strategy Overview
- Buying undervalued stocks with a clear margin of safety
- Evaluating financial strength, profitability, debt levels, and cash-flow stability
- Holding positions long-term until intrinsic value is realised
- Avoiding speculative, hype-driven, or financially weak companies
The objective is to deliver stable, risk-adjusted long-term returns through disciplined, valuation-based investing.
Risk Management
- Focus on companies with strong balance sheets
- Predictable and resilient earnings
- Sector diversification across the portfolio
- Conservative valuations and strict selection filters
Only companies capable of weathering economic downturns are included in the strategy.
Capital Requirement
Minimum investment: 50,000 USD
This ensures sufficient diversification and proper implementation of the strategy.
Who Is Graham For?
- Investors seeking long-term wealth creation
- Investors looking to diversify their equity market exposure
- Investors who want to own real companies with real earnings
- Investors looking to complement Trend Following and Quant Macro with a stable equity strategy
Graham suits investors who value a patient, disciplined, business-owner mindset — where true value unfolds over years, not months.