---
title: Global Value Investing Philosophy | Barry Investment Advisors
---

# Global Value Investment Philosophy

![Benjamin Graham - Intelligent Investor](https://www.barryinvestmentadvisors.com/hs-fs/hub/424177/file-2098717290.jpg?width=315&name=file-2098717290.jpg "Benjamin Graham - Intelligent Investor")

## **The Process**

**1. Assess Your Risk Profile**

- Analyze goals, income needs, and time horizon
- Complete an Investment Policy Statement

**2. Analyze Current Investments**

- Evaluate investments, review tax implications, and diversification

**3. Present Portfolio Recommendations**

- Discuss proposed investments

**4. Implement Investment Changes**

- Reposition accounts

**5. Review and Rebalance Portfolio**

- Investment analysis and market discusssion

## Our Investment Process

Our investment approach is best described as Balanced Global Value. Balanced refers to the combining of equities, fixed income and cash. By Global, we mean that international as well as US securities are included. Value refers to an equity selection technique that follows the traditional Graham and Dodd approach that focuses on quality companies priced favorably relative to earnings and book values.

Client portfolios are monitored by sophisticated systems that alert us to any material changes to client holdings. Particular attention is paid to any corporate event that weakens the company's financial position. We believe that changes to price/earning levels determine whether an equity has become overvalued. Quality and valuation changes are the most common reason for sale recommendations. Mutual funds, exchange traded funds, and closed-end funds are suggested for niche investment areas or when appropriate.

### Research Resources used by Barry Investment Advisors:

#### Advent for Wealth Management

Advent for wealth management and private client service providers is a fully integrated enterprise software solution designed to meet the specialized investment needs of wealth managers.

#### Capital IQ – a division of Standard and Poor's

Capital IQ is a leading provider of data and analytics for global financial professionals. Founded in 1999 it now serves over 4,200 client firms, including many of the world's most successful investment banks, asset management firms, private equity firms, universities and corporations.

A. Gary Shilling, Economist

David Rosenberg, Strategist

Outstanding Investor Digest

Grant's Interest Rate Observer

The Chart Store

Bespoke

Manual of Ideas

#### Conferences attended by members of Barry Investment Advisors:

Wharton Global Business Forum

Harvard Asia Business Conference

Consumer Electronic Show

Family Office and Private Wealth

Management Conference

Strategic Investment Conference

Inside ETFs

Context Summits