Todd Asset Management is strategically committed to and singularly focused on providing value to our clients.
We are investment specialists with a long-term perspective.
The firm was founded in 1998. Our predecessor firms date back to 1967 when Bosworth Todd founded the Todd-Boston Company. We adopted our Price/Intrinsic Value (”P/IV”) methodology in 1986 and it remains unchanged today.
Our P/IV process is combined with our proprietary Multi-Factor Ranking Model and, when applied, forms the cornerstone of our fundamentals-based process. We continue to believe our process is the most effective way to identify a stock’s private market value and help ensure high-quality and long-lasting value-oriented portfolios.
We prioritize the long-term interests of clients.
We love what we do.
We leave no stone unturned.
We are competitive and driven.
We are experienced and disciplined.
We take responsibility for every decision.
Intrinsic Value. 30+ years. Unchanged.
Long-term. Client-Driven. Fundamental.
Experienced. Accessible. Owners.
Transparent. Understandable. Repeatable.