SEI Investments Company (SEIC): Among Benjamin Graham Stocks for Defensive Investors

Sanmit Amin

Wed, May 14, 2025, 1:26 AM 6 min read

We precocious published a database of 10 Benjamin Graham Stocks for Defensive Investors. In this article, we are going to instrumentality a look astatine wherever SEI Investments Company (NASDAQ:SEIC) stands against different Benjamin Graham stocks for antiaircraft investors.

Markets successful aboriginal 2025 are a spot similar a moody spring—75 degrees 1 day, stormy the next. After a beardown tally successful 2023 and 2024, the S&P 500 dropped implicit 5% year-to-date arsenic investors digested a premix of argumentation uncertainties, uncertainty astir involvement complaint cuts, and pockets of firm underperformance. Many stocks are being re-priced arsenic investors turn much selective, and net outlooks weaken. At the aforesaid time, the enslaved marketplace is softly signaling a shift. Treasury yields are inactive elevated, but there’s a increasing consciousness that the Fed whitethorn beryllium adjacent the extremity of its hiking cycle. That has made Treasury and investment-grade bonds much attractive, particularly compared to volatile equities. The marketplace is successful transition. Investors are moving from chasing momentum to seeking quality. Caution, realism, and subject are backmost successful style, and truthful are worth stocks.

Preparing for a imaginable recession is little astir panic and much astir applying timeless principles—many of which were championed by Benjamin Graham, the begetter of worth investing. Graham taught that the cardinal to semipermanent concern occurrence lies successful discipline, patience, and a heavy knowing of value. In uncertain economical times, those lessons are much applicable than ever. Graham said successful his book The Intelligent Investor:

“The marketplace is simply a pendulum that everlastingly swings betwixt unsustainable optimism (which makes stocks excessively expensive) and unjustified pessimism (which makes them excessively cheap). In the abbreviated run, the marketplace is simply a voting instrumentality but successful the agelong run, it is simply a weighing machine.”

Rather than trying to clip the market, investors should absorption connected gathering a portfolio grounded successful prime and resilience. Graham favored companies with beardown fundamentals, blimpish equilibrium sheets, and accordant net power—attributes that thin to radiance erstwhile the system slows. Dividend-paying stocks with a past of reliability besides acceptable neatly into Graham’s framework, offering some income and a borderline of safety. Graham said successful The Intelligent Investor:

“The essence of concern absorption is the absorption of risks, not the absorption of returns.”

Diversification, different halfway tenet of Graham’s philosophy, helps investors debar overexposure to immoderate 1 assemblage oregon plus class. Holding a assortment of investments—equities, bonds, and adjacent cash—can creaseless returns and supply flexibility. Graham often emphasized the value of keeping a currency reserve, not conscionable for protection, but arsenic a root of accidental erstwhile marketplace prices go irrationally low.