Unlocking Investment Opportunities Since 1975
At Boyar Value Group, we've dedicated nearly five decades to the pursuit of value on behalf of our clients. Founded in 1975, our firm has earned a reputation as a trusted source for uncovering undervalued opportunities in the stock market.
Our Approach:
With a private equity mindset and a sharp eye for value, we delve deep into the world of U.S. equities. We specialize in identifying companies trading significantly below what an acquirer would pay for the entire business (which is how we define what a business’s true value is) and seek to capitalize on the often substantial difference between a company’s current stock price and what a given business is actually worth.
What Sets Us Apart:
- Original Thinking: Our analysts are driven by independent, forward-looking insights. We're not afraid to take bold positions on overlooked opportunities.
- Long-Term Vision: Unlike traditional Wall Street, we don't obsess on quarterly earnings. We take a multi-year perspective to identify intrinsic value to such an extent that Barron’s has dubbed our founder, Mark Boyar, “the world’s most patient investor.”
We assist our clients through two separate and unique companies
Independent research conducted using a long-term business owner's approach to stock market investing.
We pride ourselves on a meticulous approach: Our team of seasoned analysts delve deep into each company, valuing each using the same methodology a private equity buyer would use.
Bespoke, value-oriented money management for institutions and private clients.
Boyar Asset Management offers unique, in-house, research-driven investment solutions. For our Private Client Group, we focus on customizing portfolios to meet each client’s unique goals and risk tolerance with a particular emphasis on tax efficiency. And we've been doing so since 1983.
Join Us:
The Boyar Difference
Our Patience is Renowned:
Barron's has called our founder "the world's most patient investor." We strive to uphold that reputation and consider it to be a competitive advantage.
We take a proactive approach to investing, patiently awaiting the market’s recognition of the value that we see. This long-term approach has the added benefit of being extremely tax efficient.
Our primary focus is on companies we expect to demonstrate significant capital appreciation over a two-to-five-year time horizon.
We Look Where Others Do Not:
As legendary investor Sir John Templeton said, "If you buy the same securities everyone else is buying, you will have the same results as everyone else."
We look across the market capitalization spectrum and across sectors in our search for value.
As a result the companies we end up focusing on are generally not on the radar of the wider market (or they are out of favor for reasons we believe to be temporary in nature).
We're Catalyst Driven:
No matter how cheap the price, or how great the company, no stock is worth owning if it doesn’t appreciate in value .
After purchasing a stock, it becomes much easier to exercise patience when you have a clear understanding of what you're waiting for. Therefore, for us to consider a stock appealing, it must not only be attractively priced, it must also possess a catalyst for capital appreciation on the horizon.
We Are Independent:
Our success is tied to our clients' success, not to trading or banking revenue. Thus, our research remains independent.
Our independence allows us to provide our clients with an unbiased analysis of opportunities, no matter where we may find them.
We are able, and we believe it is our job, to make controversial calls if we feel they will benefit our clients.
“I used [Boyar Research] for years while running institutional portfolios and have continued to use the service running my family office. I would recommend the service for both institutions or family offices that still believe in the value of stock picking.”Former Mutual Fund Manager | Current Family Office Client
Latest Insights & Media Appearances
AI, Indexes, and Independent Research: Inside Morningstar’s Strategy with CEO Kunal Kapoor
Aug 13, 2024
Never miss another podcast. Click here to subscribe today to Boyar’s Substack and get all the new podcasts sent straight to your inbox.
The Boyar Value Group’s 2nd Quarter Letter 2024
Jul 23, 2024
The Boyar Value Group just released our latest quarterly letter to clients.