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The Berman Value Folio is a groundbreaking monthly investment report aimed at identifying undervalued stocks through interactive analysis. Portfolio Manager James Berman, president and founder of, guides you through his rationale for specific companies.

He examines the key business drivers and "stress tests" the company to see if the value holds up under bearish scenarios. He also invites you to test your own assumptions by linking to No canned commentary with a limited shelf life, this is a real-time report that can be altered with your own inputs. James has a fifteen year history of uncovering value for his clients; please see his performance figures here.

Download a recent issue of The Berman Value Folio for free. The Berman Value Folio model portfolio has delivered a total return of over 60% since inception in December 2011. (Past results are no guarantee of future performance -- please review full disclaimer before any purchase or investment).

You can also download the first page of the most recent issue for free.

For more great insights into investments, check out Berman's recent book:
Lessons from the Lemonade Stand.

Current Issue: "Stocks: Cheap or Not?"

"Are stocks cheap? There's no easy answer, of course. That's what makes markets...The Trefis valuation of the Dow says that stocks are undervalued by 14% while the Morningstar Fair Valuation Model shows an undervaluation of 12% for the whole universe of stocks they cover."

Create your Trefis account and Download Report

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