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Wealth & Money Management Awards 2015

Relative Value Partners

Relative Value Partners is one of the 2015 winners of Wealth & Money Management Awards at Wealth & Finance.

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About Relative Value Partners

Relative Value Partners (RVP) is a boutique investment management firm serving sophisticated, high net-worth investors and institutions looking for unique investment strategies and superior long-term performance. With our laser focus on delivering market beating performance, we pride our-selves on being a firm that “walks the walk” – investing side-by-side with our clients and providing full transparency and accountability for all of our investment decisions. Dedicated to being respon-sive to our client needs, our success is measured by the enduring relationships we’ve built and the time tested results we deliver.

RVP’s Value Proposition
1. A niche focused manager with a discernible edge
2. An institutional level of investment expertise with personalized and attentive service
3. A fiduciary that is accountable and transparent, with no products to sell

RVP Investment Process
Relative Value Partners focuses on finding investment opportuni-ties through in-depth research. RVP seeks top-down investment opportunities in areas that have been oversold and are priced at-tractively due to negative sentiment. Through bottom-up analysis, RVP identifies securities that we believe have specific catalysts for unlocking value for shareholders. Often this consists of securi-ty-specific events that are undiscovered by broker dealers, hedge funds and other asset managers.

About RVP
Relative Value Partners was founded in 2004 by Maury Fertig and Bob Huffman. After 20+ years in institutional fixed income for Salomon Brothers and Citigroup, they felt there was a need to provide institutional level investment management to other high net worth families. RVP’s initial client base consisted of financial professionals in need of high quality, trans-parent investment management and quickly grew to the high net worth and advisor market. The re-maining RVP team members have prior institutional investment experience from firms including Credit Suisse and JP Morgan.
As of September 30th, 2014, RVP has over $950 million in AUM

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