About Us
Our Philosophy
At Tangible Assets Fund, we believe in a balanced investment approach that merges growth potential with deep value opportunities. Our investment philosophy is rooted in meticulous research, disciplined analysis, and a commitment to risk management. We seek to identify undervalued assets with strong fundamentals and growth potential, ensuring that each investment is strategically aligned with our goal of delivering superior returns.
Our Mission
The mission of our investment partnership is to deliver excess returns over the medium and long term. We control risk by purchasing assets with a sufficient margin of safety versus intrinsic value, targeting exceptionally high reward/risk ratios. By investing in exceptional small companies, we aim to create wealth as these companies grow sales, earnings, and valuations.
Our team
Alexander J Waldman
Chartered Financial Analyst (CFA) since 2012. Holds a BCom in Accounting and Finance from McGill University. Former President of Miracle Ventures, Inc., and VP of Finance at SwimUSA. Served as Portfolio Manager for WF Charitable Trust. Expertise in retail, ecommerce, apparel, and valuation.
Peter M Yochum
MBA in Finance & Strategy from UNC Chapel Hill, and BS in Finance & International Business from Penn State. Former EVP of Finance at SwimUSA, CEO and CFO at Jack Williams Tire, and Finance Manager at PPG Global Industrial Coatings. Industry expertise includes coatings, automotive, retail, ecommerce, apparel, and manufacturing. Board member of Meals on Wheels Wyoming Valley and named “Best of the Best CEO” by Times Leader in 2020.
Why Choose Us?
Proven Track Record
Our investment decisions are backed by years of successful market performance.
Deep Market Insights
Our extensive market analysis ensures we identify the best opportunities.
Focus on High Reward/Risk Ratios
We carefully evaluate each investment to maximize potential returns while managing risk.
Investment in Exceptional Small Companies
Our focus on small-cap and micro-cap companies allows us to uncover hidden gems in the market.
Discover More
Explore our detailed investment philosophy and discover how our old-school value investing approach can benefit you. Take a look at our success stories and see the tangible results of our disciplined and time-tested investment strategies.
