Institutional Investor


Separately Managed Account Solutions

Boyar’s All Cap Strategy

This strategy invests in companies that we believe are selling significantly below our estimate of intrinsic or private market value regardless of a company’s market capitalization.1

Boyar’s High Quality Equity Dividend Strategy

Today’s low interest rates are highly problematic for savers. Investors have sought strategies to address how they can attain adequate yield and keep pace with inflation while minimizing risk. To meet these challenges, Boyar Asset Management offers clients a customized portfolio consisting of what we refer to as “bond-like equities.” These are stocks that we believe are intrinsically undervalued, pay generous dividends, have low payout ratios relative to their earnings, and have the capability of significantly increasing their dividends over time.

By purchasing shares in high-quality dividend-paying companies instead of investing in certain fixed income instruments, our clients can potentially capture a generous dividend yield with an opportunity for substantial capital appreciation.2

Boyar’s Micro-Cap Equity Strategy

We believe that some of the best potential investments can be found among the smallest publicly traded companies. In fact, Boyar’s Intrinsic Value Research, an affiliated entity of Boyar Asset Management, launched a research service in 2010 designed to uncover intrinsically undervalued micro-cap companies. Because Wall Street largely ignores such micro-cap stocks, we’re able to provide our clients with a well-researched approach for this overlooked segment of the market.3

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1 Investing in the stock market involves risk, including the possible loss of principal.

2 Dividend payments are not guaranteed to occur. Investing in the stock market involves risk, including the possible loss of principal.

3 Investing in micro-cap companies is more risky and more volatile than investing in large companies. Investing in the stock market involves risk, including the possible loss of principal.