The Orange Value Fund, LLC

 
welcome to the orange value fund program pagE

Watch Martin J. Whitman on WealthTrack talking about Modern security Analysis October 25, 2013

newsflash: New book by martin J. whitman and fernando diz

 “Modern Security Analysis: Understanding Wall street fundamentals”  

the book that was written to help students retained by the orange value fund and participating in the applied portfolio management program program at syracuse university

Overview
In Spring 2006, the Whitman School of Management and the Ballentine Investment Institute at Syracuse University announced the creation of The Orange Value Fund, LLC (a private investment vehicle only available to accredited investors) and the associated Applied Portfolio Management academic program. Established as a rigorous two-year analyst program open to a carefully selected cadre of undergraduate Whitman students, the Applied Portfolio Management program combines academic, research, money management and career components. Participating students take classes for academic credit and are retained by The Orange Value Fund, LLC to perform thorough research on potential investments, write professional research reports, network with investment professionals, contribute investable ideas and manage the Fund portfolio. The Fund recruits and retains students in the academic program only insofar as they can perform the duties required of a private Fund. Failure to perform those duties triggers the automatic removal of the student from the Fund analyst roster, even though the student may continue to participate in the academic program. As of its first closing in Fall 2006 the Fund had $1.1 million of assets under management. Today, the Fund manages $4.3 million. 
Our Investment Approach
The Orange Value Fund is modeled after the value investing philosophy of Martin J. Whitman.
The Fund intends to identify investment opportunities through intensive research of individual companies and will not generally focus on general market conditions and other macro factors. For these reasons, the Fund seeks investments in the securities of companies in industries that are believed to be temporarily depressed. In selecting individual issuers, student analysts will generally seek companies and securities that are "safe" (minimum investment risk) and securities issued by those companies that are "cheap" relative to their readily ascertainable NAV. Safety characteristics include strong financial position (relative absence of liabilities, high quality resources,etc.), responsible managements and control groups, and the availability of comprehensive and meaningful financial information about them, and "cheap" securities are those priced at large discounts from either intrinsic or workout values.

Contact Us
Fernando Diz
Managing Director
The MJ Whitman Professor of Finance
315.575.4979 
Fernando.Diz@OrangeValueFund.com

The Orange Value Fund, LLC. is a private investment fund organized as a Delaware Limited Liability Company. The Fund is an entity operated by a Board of Directors, Managing Directors, and students of the Martin J. Whitman School of Management at Syracuse University.

– This website serves informational and educational purposes only. –

The website does not constitute an offer to sell or a solicitation of an offer to buy securities. Such offers or solicitations may be made only pursuant to a private placement memorandum, and securities will be sold only to investors who meet certain suitability requirements under applicable securities laws.
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