Peter D. Field

Functions as a College/University

Provides accounting services

New Leaf Asset Management is a value investor. Their quantitative, multi-factor model is designed to identify stocks that are currently undervalued by the market but which will grow to reach their full intrinsic value. Their fundamental quantitative process begins by sorting companies based on their cash flow return on investment (CFROI). They perform this analysis sector by sector in order to identify the strongest companies in their peer group. The firm discounts the CFROI by any premium the market has placed on the valuation. All of the companies within each industry are sorted by this discounted CFROI metric and only those that are above the median for their industry are selected for further analysis. They next compare each company's current stock price with its calculated intrinsic value. They look for securities that are presently valued by the market at substantial discounts to their underlying intrinsic value. This is a 'margin of safety' metric. For those securities identified as having a favorable CFROI, discounted by any market priced premium and a substantial margin of safety in their current valuation, New Leaf then considers the momentum of their CFROI. They look for companies that have positive momentum in their CFROI. New Leaf employs this same multi factor analysis to identify the relative value of economic sectors. They seek to enhance performance by under-weighting those sectors that are currently over-valued by the market and by over-weighting those that are currently under-valued.

Provides telecommunication services

Provides investment advice