John Dorfman

Personal Finance, Retirement, Investing
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“John Dorfman, Chairman of Dorfman Value Investments, has a value investing approach that has shown remarkable results over more than a decade of portfolio management.”
Firm:

Dorfman Value Investments, LLC

Job Title:

Chairman, Investment Advisor

Biography:

John Dorfman is a hands-on money manager with over four decades of financial industry experience. He has managed a mutual fund, a hedge fund, and more than 100 individual accounts, and has also been a financial writer for many years.

Dorfman Value Investments is an investment management firm in Newton, Massachusetts, dedicated to seeking strong investment returns for their clients' through value investing.They specialize in finding small to mid-cap opportunities among unpopular stocks in the United States and abroad. Clients rely on the company for their expertise, open communication style, and track record of solid performance results. John and the team take a very hands-on approach to stock selection and to building customized portfolios for each client.

John has shared his stock market insights as a senior special writer for The Wall Street Journal, executive editor of Consumer Reports, and a columnist for Bloomberg. His syndicated column appears weekly in the Omaha World Herald,Pittsburgh Tribune Review, Virginian Pilot and the web site Guru Focus.

Education:

BA, English Literature, Princeton University

CRD Number:

4374880

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    Investing
What are the implications of investing in rival companies?
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To be adequately diversified, a portfolio usually should include at least 10 industries. There's nothing wrong with investing in two companies within the same industry, but I recommend against it if it causes your portfolio to be non-diversified.  I'm a big believer that the industry and sector weights of a portfolio can be -- and often should be -- very different from the industry weights in the index you are trying to beat, most often the S&P 500.  The best method, I believe, is to pick stocks "bottom up" on their fundamental merits and then to let the industry weights fall where they may, within reason.

-John Dorfman

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