PDF MarketBk 09112018 B

SYMONS

CAPITAL MANAGEMENT

SYMONS CAPITAL MANAGEMENT

Managing U.S. Equity Portfolios Since 1983

650 Washington Road, Suite 800, Pittsburgh, PA 15228 ? 412-344-7690

1



SYMONS

CAPITAL MANAGEMENT

Symons Capital Overview

WWW.

2

SYMONS

CAPITAL MANAGEMENT

OVERVIEW U.S. Equities Are Attractive But Risky

We believe equities are the best asset class for long term capital growth ...

Stocks Materially Outperform Bonds Over the Long-Term

Annualized Returns 1928?20171

... but high equity volatility often causes people to buy high and sell low, destroying wealth.

Investors Locked in Losses and Missed Gains Through the Last Downturn and Rebound

S&P 500? Stock Index Returns Vs. Equity ETF and Mutual Fund Net Investment Flows, 2007?20102

1) Aswath Damodaran, NYU Stern School of Business 2018, Yearly Frequency 2) Morningstar Direct; Baird-Q2 2018 Market Chart Book

WWW.

3

SYMONS

CAPITAL MANAGEMENT

We Invest to Preserve Our Clients' Wealth

"Rule No. 1: Never lose money. Rule No. 2: Never forget rule No. 1." ? Warren Buffett

Relative to the S&P 500?, Symons Value shows shallower losses, fewer losses and shorter periods of losses ? thereby better preserving capital and increasing portfolio purchasing power.

Pain Index ? Symons Value (net) vs. S&P 500?

January 2000 - March 2018

Zephyr StyleADVISOR: Symons Capital Management, Inc.

Symons Value has captured only 42% of equity market drawdowns since 2000, and our Pain Index is only 27% of the market's Pain Index.

The "Pain Index" measures the frequency, duration and depth of downturns, all of which impact investors' psychological ability to remain invested.

Limiting drawdowns and volatility avoids locking in losses caused by selling out of fear in down markets.

Fewer, shallower and shorter drawdowns preserve capital and allows for more dollars to be reinvested in the market for future gains.

WWW.

4

SYMONS

CAPITAL MANAGEMENT

Our Distinct Investment Approach Diversifies Our Clients' Portfolios

Focusing on our best ideas makes our portfolios and results notably distinct from the market index.

High Active Share*

Active Share as of 06/30/18

High Conviction in Our Best Ideas

Average Number of Portfolio Holdings 2000-2018

Below Market Volatility

Annualized Standard Deviation 2000-2018

Source: Symons Capital Management as of 6/30/18

Source: Symons Capital Management as of 6/30/18

Source: Symons Capital Management as of 6/30/18 Source: Zephyr StyleAdviser: as of 6/30/18

An investment in Symons Value complements a portfolio that includes passive S&P 500? index investments.

* Active Share measures how different a portfolio's holdings are from its benchmark's holdings.

WWW.

5

SYMONS

CAPITAL MANAGEMENT

Overview: Our Investment Process Involves Macro and Equity Research

WWW.

6

SYMONS

CAPITAL MANAGEMENT

Our Macro Research: Where to Point the Ship

WWW.

7

SYMONS

CAPITAL MANAGEMENT

Our Equity Research: Keeping the Ship on Course

WWW.

8

 ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download