Our Investment Philosophy


Based on the original teachings of Benjamin Graham and David Dodd, IAG employs a deep fundamental analytical framework with disciplined execution of investment ideas. While we describe our philosophy predominantly as “value investing,” we are not constrained by it, and seek to find attractive investment ideas across all sectors and growth stages. Our rigorous process includes multiple screens, updates, and due diligence on ideas where we evaluate our best ideas to present to our board of advisors. Above all, through a vigilant investing process, we seek to deliver risk-adjusted returns above our S&P 500 benchmark and minimize permanent capital loss.