George Levinson

DJG's investment process begins with screening for stocks that are priced significantly below their worth, where a catalyst is likely to move the stocks price in the direction of its intrinsic value. The firm uses in-depth research to invest in US equities that are selling at a significant discount to intrinsic value. DJG thoroughly examines companies with the goal of evaluating underlying economic value and how that value might be passed along to shareholders, particularly by changes in management, financial structure, or business strategy. Equities with high potential are scrutinized in-depth to refine the determination of intrinsic value through comparative peer company valuations, announced transaction pricing and intensive cash flow analysis. Their investment committee monitors portfolio selection and construction. They will sell a stock when the price to intrinsic value gap has significantly narrowed, management changes the strategic plan, the fundamentals deteriorate or the portfolio needs diversification. DJC focuses on small-mid cap companies in across all sectors.

Provides brokerage services

Burnham Asset Management Corp. (BAM) provides investment advisory and related services that emphasize long-term strategies designed to meet each client’s specific investment objectives. Investments may include, but aren't necessarily limited to: exchange-listed, over-the-counter, domestic and foreign equity securities; warrants; commercial paper and other corporate debt securities; certificates of deposit; municipal securities; mutual fund shares; US government securities; options on securities; and investments in affiliated and unaffiliated private funds. BAM's investment approach seek to identify best-in-sector equities, specifically those with attractive business models, valuations and, where appropriate, dividend growth. For fixed income investments, the firm considers the quality of the issuer of the securities, duration, yield to maturity, the potential for ratings upgrade and refinancing, and the industry outlook. BAM applies similar criteria to municipal bonds, taking into account the quality of the credit and the borrower’s ability to pay principal and interest. ^

Functions as a College/University