Mraz and Associates
Mraz and Associates
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  • Investment Philosophy
    • Allocation Strategy
    • Tax Efficient Management
    • Risk Management & Investment Monitoring
  • About Us
  • Our Team
  • Contact
  • Disclosures
  • Form CRS
  • Privacy Policy
  • Home
  • Investment Philosophy
    • Allocation Strategy
    • Tax Efficient Management
    • Risk Management & Investment Monitoring
  • About Us
  • Our Team
  • Contact
  • Disclosures
  • Form CRS
  • Privacy Policy

Risk Management & Investment Monitoring

All investing comes with risk—the possibility of permanent capital loss. In order to minimize our client’s exposure to risk, Mraz and Associates endeavors to invest in well-managed, financially stable (strong balance sheet), publicly traded companies selling at deeply discounted prices.

Our investment process incorporates a long-term investment horizon and asset low turnover, shielding us from the downsides of short-term market turmoil. By focusing on the long run, we avoid losses due to panics and irrational fears. We stand by our investments, and only sell a security when:

  • The stock price exceeds the current appraised value of the company.
  • A portfolio’s risk/return profile can be improved substantially.
  • A business' earnings power is permanently impaired.
  • Management proves incapable of building value and replacing leadership.
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