O’Keefe Stevens Advisory, Inc. is a team of disciplined "value" investors. We believe that investors can make greater and more consistent gains when they invest in a diverse portfolio of securities acquired when those securities are priced below their intrinsic value.
Our philosophy stresses minimizing the risk of permanent loss of your capital. By consistently losing less during market downturns, investors will make greater returns in the long-run. Factors in addition to price drive our investment decisions. We evaluate stock and bond investments for quality and liquidity, for example. And we invest only after we develop an intimate familiarity with each investment in a client’s portfolio.
We utilize a proprietary checklist to evaluate investment selections. That checklist encompasses a holistic view of the company. We appraise every investment for opportunities and risks, and develop a thesis on how each security will succeed. This process is in a perpetual state of improvement, as each investment presents a new learning opportunity. Our model is disciplined, but not static.
Our intention is to make investments for the long-term, in corporations with unique opportunities, and are not limited to any one asset class such as large capitalization, small capitalization, international, or fixed income. Research is focused on quantitative analysis.
While predominantly an equity investor with a value style the firm can adjust asset allocations among stocks, bonds, and money market funds.