Welcome! GVA searches the world market for stocks we believe are substantially underpriced relative to their fair business value, see Investment Philosophy.

We use a multi-step screening process to identify cheap stocks and reduce investment risks, see Investment Process.   Each month we present one investment idea, focused on key investment considerations:

• nature of the mispricing of the stock;

• competitive position of the company;

• fair value of the business given risks and earnings power.

See our current issue and check back regularly for our investment commentaries.