Wayne Carl Jamerson

Functions as a College/University

IFM Capital utilizes a combination of fundamental, technical and cyclical analysis when implementing their asset allocation strategy. The firm allocates assets primarily among various mutual funds, exchange traded funds (ETFs) and a third-party manager of separately managed accounts.

Kovitz primarily invests each of their client’s portfolios in equities (stocks) and/or fixed income (bond) securities that are considered out-of-favor and undervalued by the investing public. The philosophy also includes holding them until they have reached what their investment team believes is a reasonable fair value, or until the team finds equity candidates with what it believes are more attractive risk/reward attributes, or the particular equity’s risk/reward profile does not justify continued ownership. Their equity selection philosophy is based on adopting a business owner mentality and adhering to a Margin of Safety principle. The firm’s investment approach to fixed income investing stresses preservation of wealth.