About Jones Villalta Asset Management

Philosophy        Investment Team       Process

Jones Villalta Asset Management is an independent, SEC registered investment advisor wholly owned by
Stephen Jones and Thomas Villalta. Since the firm’s founding in 1999, Jones Villalta’s principals have managed separate account portfolios for high net worth individuals and institutions.

During the worst decade in the history of the financial markets since the 1930’s, Jones Villalta’s composite of mid- to large-cap stock portfolios (the same strategy utilized by the Jones Villalta Opportunity Fund) moved higher, even as the market moved lower.* The US Mid- to Large-Cap strategy has a CFA Institute GIPS-compliant track record and supports our belief that undervalued assets have the potential to deliver an above average return over the long term.

In 2008, the firm launched the Jones Villalta Opportunity Fund, which employs the same disciplined, time-tested, opportunistic approach to the stocks of mid- to large-sized domestic companies that the managers followed in their separately managed accounts. 

Our investment team offers access to a powerful combination of bull and bear market experience combined with intellectual curiosity. All of our staff have master’s degrees and our two principals have more than three decades of combined experience.

We work hard to ensure our reputation within the financial industry remains one that we are proud of, both as principals and for the firm overall.

*Jones Villalta Asset Management’s first decade of performance began on September 30, 1999 and ended September 30, 2009. The market is represented by the S&P 500.

Philosophy

We are focused on companies whose names are widely recognized, holding equity positions in each for an average of five years. We believe larger companies offer significant investment opportunities because, as a group, they enjoy greater access to capital markets and stable management. They further have the potential to attract sizeable market share through global brands and provide diversified sources of earnings.

We are practitioners of behavioral finance, studying the buying and selling behavior of the public in an effort to assess over-optimism and over-pessimism leading to misunderstood opportunities. We’re passionate about investing, but take the passion – the human emotion and over-reaction – out of investing.

Process