Christopher D. Towle discusses Towle & Co. and the Towle Deep Value strategy. This strategy is focused on finding low price to sales or low enterprise value to sales and earnings power. According to Mr. Towle, a company with high revenue and a low market cap is a way to buy leverage in the public-equity space. In addition, Mr. Towle looks at businesses on a three-year time horizon to remove short-term noise and emotion. He finds opportunity in companies that are out of favor. Overall, Mr. Towle is focused on a company’s intrinsic value, what it can generate in three years and a 15% return on market value.
Full interview available here.
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