Berman Value Folio, The

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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.