This document provides a 3-page summary of the investment strategies and philosophies of StockTakers Limited, an Alberta corporation that provides information on "likeable" equities. Some of the key points include:
- StockTakers identifies "likeable" equities as those that trade above their proprietary "Risk Price" metric and tend to rise due to investor preference.
- They argue conventional investment advisors and the financial industry as a whole do not adequately manage risk or provide returns above inflation.
- StockTakers proves their approach works through public portfolios that demonstrate risk aversion, strong returns, liquidity, and other benefits over the long-term, especially during recessions.
- Their strategy