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The Intrinsic Value Portfolios are a unique value strategy following the philosophies of Warren Buffett and Ben Graham.

Disciplined Process

The IV Portfolios are designed to systematically and objectively identify both undervalued and overvalued securities.

Avoiding Psychological Pitfalls

Through a thoughtful and systematic approach, the IV Portfolios seek to avoid the most common causes of human misjudgment as outlined by Charlie Munger.

Challenging Conventional Ideas

The IV Portfolios contradict many pervasive ideas such as the Efficient Market Hypothesis and Modern Portfolio Theory.

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