Business Details
43 Years
experience
Your Trusted Partner for Value Investing Solutions
Since 1983, Boyar Asset Management has provided disciplined value investing strategies rooted in independent research. Our approach evaluates businesses as if purchasing the entire company, focusing on intrinsic value rather than market price. With over five decades of combined experience, our team specializes in identifying undervalued companies with catalysts for appreciation. We serve high-net-worth individuals, institutions, and family offices through tailored portfolio management. Our proprietary research eliminates reliance on third-party analysis, ensuring unique insights into market opportunities.Tax-sensitive strategies and concentrated portfolios reflect our commitment to long-term wealth preservation. Headquartered in New York, we maintain a client-centric philosophy emphasizing transparency and accountability. Our investment process combines rigorous fundamental analysis with continuous market evaluation to adapt to changing conditions. Recognized for our research-driven methodology, we partner with global institutions to deliver customized equity solutions. This enduring approach has established us as trusted stewards of capital for over four decades.
Services
All Cap Strategy
Dividend Strategy
Portfolio Management
Value Investing
Wealth Preservation
Institutional Advisory
Tax-Efficient Investing
Concentrated Portfolios
Research-Driven Investing
Customized Solutions
Details
- Year established: 1983
Highlights and features
- We offer 40+ years of experience in value investing with proven long-term results
- Our proprietary research identifies undervalued companies overlooked by mainstream analysts
- We implement tax-sensitive strategies to maximize after-tax returns for clients
- Our concentrated portfolios focus on high-conviction investment opportunities
- We maintain direct client relationships with personalized portfolio construction
Services
All Cap Strategy
Our All Cap Strategy invests in undervalued U.S. companies of all sizes with catalysts for appreciation. We focus on businesses trading below intrinsic value while maintaining tax-sensitive approaches. This strategy combines fundamental analysis with continuous market evaluation to identify opportunities across market capitalizations.
Dividend Strategy
The High Quality Equity Dividend Strategy targets undervalued companies with sustainable, growing dividends. We analyze payout ratios and dividend capacity to build income-generating portfolios. This approach balances capital preservation with dividend growth potential through rigorous fundamental research and sector analysis.
Portfolio Management
Our tailored portfolio management creates customized solutions based on client objectives and risk tolerance. We implement concentrated portfolios with sector weightings different from benchmarks. The approach emphasizes tax efficiency and long-term capital appreciation through continuous portfolio review and adjustment.
Value Investing
Our value investing methodology evaluates companies as business owners would, focusing on intrinsic value. We identify securities trading below fair value through proprietary research and fundamental analysis. This disciplined approach maintains cash positions when opportunities are scarce and prioritizes margin of safety in all investments.
Institutional Advisory
Institutional advisory services cater to pension funds, endowments, and global banks with customized equity strategies. We provide sub-advisory solutions and direct partnerships while maintaining our value investing principles. The service includes specialized portfolio construction and tax-aware investment decision-making for institutional clients.
People
Mark Boyar
Founder
Mark Boyar established independent research in 1975 and founded Boyar Asset Management in 1983. He pioneered the firm's value investing approach, emphasizing business ownership perspective and intrinsic value analysis. His methodology continues to guide the firm's investment philosophy.
Jonathan Boyar
President
Jonathan Boyar leads the firm as President, continuing the family tradition of value investing. With decades of experience, he oversees portfolio management and strategic direction while maintaining the original principles of disciplined research and client-focused solutions established by his father.
Questions
What investment approach does Boyar Asset Management use?
We use a disciplined value investing approach, evaluating businesses as if purchasing the entire company. Our focus is on intrinsic value rather than market price, identifying undervalued companies with catalysts for appreciation through proprietary research.
What services do you offer individual investors?
We provide tailored portfolio management through our Private Client Group and the Boyar Value Fund. Services include tax-sensitive strategies, concentrated portfolios, and customized solutions based on individual financial goals and risk tolerance.
How do you handle tax considerations in investing?
We maintain tax-sensitive strategies by considering tax consequences before selling securities. Our approach emphasizes after-tax returns, recognizing that tax efficiency significantly impacts long-term wealth preservation for taxable accounts.
What institutional services are available?
We partner with pension funds, endowments, family offices, and global banks through direct advisory or sub-advisor relationships. Services include customized equity strategies rooted in independent value research and specialized portfolio construction.
How are investment decisions made?
Decisions are informed by proprietary research from our affiliated service. Each portfolio is built around individual client circumstances, combining fundamental analysis with continuous market evaluation to identify high-conviction investment opportunities.
