T&T Capital Management Releases Q2 2014 Performance Results
Irvine-Based Firm Outperforms The S&P 500® Index.
- Orange County, CA (1888PressRelease) July 25, 2014 - T&T Capital Management, the California-based Registered Investment Advisor focused on providing deep value investment strategies to institutions, families, and individuals across the globe, has released its Q2 2014 performance report. T&T Capital Management's Q2 2014 report details the company's outperformance of the S&P 500® Index, with key performance results that include a +7.88% YTD return, as compared to the S&P 500's YTD return of +7.14%. The full report can be viewed at www.ttvalueinvesting.com/performance-report/.
Historical results show that T&T Capital Management returned 36% in 2013 and 30% in 2012, versus the S&P 500's 32% and 14%, respectively. Since January 1, 2012, T&T Capital Management has outperformed the S&P 500, including dividends, by 29.02% net of all fees. T&T Capital Management aims to achieve long-term capital growth through its strategy of investing in a focused portfolio of equity and equity-like securities acquired at prices well below underlying intrinsic values.
Focused on deep value investing, T&T Capital Management's unique market approach is inspired by the investment philosophies of Warren Buffett, Benjamin Graham, Martin Whitman, Bruce Berkowitz, and Wilbur Ross. T&T Capital Management manages more than $33 million in assets and aims to buy securities trading at a substantial discount to intrinsic value, thereby ensuring an adequate margin of safety. The firm's Orange County-based location provides an advantage, showcasing its commitment to veer away from the latest Wall Street fads and instead maintain an ironclad focus on deep value investing.
"I remain enormously optimistic about future returns for T&T Capital Management clients due to the strategy that we employ and the companies that we are invested in," said Tim Travis, CEO and chief investment officer of T&T Capital Management. "At T&T Capital Management, we make extensive efforts to educate and inform our clients about our investment process and long-term strategy, as opposed to most market participants who are consumed with short-term thinking and market timing. We utilize the selling of options and the purchase of individually researched fixed income securities to generate income with the purpose of maximizing risk-adjusted returns versus focusing primarily on volatility risk, which is short-term market-to-market noise."
For more information on T&T Capital Management or its investment strategies, please visit www.ttvalueinvesting.com. To set up an appointment with T&T Capital Management, please call 949-630-0263.
About T&T Capital Management
T&T Capital Management is a California-based Registered Investment Advisor focused on providing deep value investment strategies to institutions, families, and individuals across the globe. Located in Irvine, Calif., T&T Capital Management was founded in 2011 by veteran value investor, Tim Travis. Inspired by the investment philosophies of Warren Buffett, Benjamin Graham, Martin Whitman, Bruce Berkowitz, and Wilbur Ross, T&T Capital Management attempts to buy securities trading at a substantial discount to intrinsic value, thereby ensuring an adequate margin of safety. The firm's Orange County-based location provides an advantage, showcasing its commitment to veer away from the latest Wall Street fads and instead maintain an ironclad focus on deep value investing.
Disclosure
Investing with T&T Capital Management involves risk, including loss of principal. T&T Capital Management is less diversified, meaning it invests in a smaller number of securities in comparison to index funds and, therefore, is potentially exposed to greater volatility than a diversified fund. T&T Capital Management may invest in special situations involving out of favor securities, which may entail greater volatility risk. T&T Capital Management focuses on minimizing the risk of permanent losses of capital but is willing to take short-term mark to market risk, which we deem to be temporary in nature. The composition of T&T Capital Management's holdings and sector weighting are subject to change and should not be considered recommendations to buy or sell any securities. Current and future portfolio holdings are subject to risk. The performance numbers are comprised of all accounts held at TD Ameritrade, which were funded and managed by T&T Capital Management beginning January 1st, 2012. No accounts funded after January 1st, 2012 are included in the above calculations. Performance information quoted above represents past performance and does not guarantee future results. Past performance is not indicative of future results and options are not suitable for all investors.
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