Scott Value Investing

Managing Partner and Chief Investment Officer Michael Scott makes all final portfolio decisions. The firm does not employ a separate research-analyst team; Scott personally conducts the fundamental analysis, including reading annual filings, constructing reverse-discounted-cash-flow models, and interviewing management teams. This single-decision-maker structure is core to the firm's stated philosophy of avoiding committee-driven dilution of conviction.

Scott Value Investing holds positions for three to five years on average, consistent with a classic value approach that requires time for the market to correct a mispricing. The portfolio is concentrated in 15 to 25 names. New positions are typically initiated at 4% to 7% of portfolio at cost and are trimmed based on price discipline — specifically when the security reaches the team's estimate of intrinsic value — rather than on a fixed calendar schedule.

The firm invests exclusively in publicly traded equities. Its strategy targets North American companies with market capitalizations above $2 billion, screened for free-cash-flow yield and balance-sheet strength. Scott Value Investing does not participate in private placements, venture capital, or pre-IPO rounds. There is no direct exposure to unlisted securities or emerging markets.

The firm runs a single strategy — U.S. Large Cap Value — through separately managed accounts rather than commingled funds. It intentionally avoids diversifying across strategies, geographies, or asset classes. This pure-play structure, combined with a single decision-maker who conducts his own fundamental research, eliminates the committee-risk and product-proliferation incentives that often weaken conviction in larger asset-management organizations.

Scott Value Investing currently offers its strategy only through separately managed accounts; the firm has not launched any commingled mutual funds or ETFs, nor has it disclosed plans to do so. There are no known adjacent vehicles — no hedge fund, private credit arm, real-asset platform, philanthropic foundation, or co-investment club affiliated with the firm or its managing partner.