Clients & Results

Absolute Capital Opportunities Fund (CAPOX), Chicago, IL
Subadvised by Kovitz Investment Group, CAPOX uses value-based equities to capture upside combined with hedging and options to protect on the downside.

Altfest Personal Wealth Management, New York, NY
A financial and investment advisory firm offering caring, hands-on services. A fee-only firm. Family-run. Lew Altfest winner of Schwab IMPACT Award for trailblazing, innovative financial planning. Karen Altfest focuses on women and money — Women’s Spa, widowhood planning, client events. Andrew Altfest has introduced technology at the firm with the ultimate goal of harnessing artificial intelligence (AI) to revolutionize the financial planning industry and enhance client relationships.

Evermore Global Advisors, Summit, NJ
Founded by Mutual Series’ alums David Marcus and Eric LeGoff, Evermore Global Advisors are opportunistic global special situations investors. They seek complex, misunderstood and under-researched companies around the world that can be purchased for significantly less than intrinsic value. Evermore offers separate accounts and Evermore Global Value Fund.

Fairpointe Capital LLC, Chicago, IL
An independent, registered investment advisor managing equity and balanced separate accounts for institutional and individual clients; value investors offering Mid-cap Core and Environmental, Social and Governance (ESG) Strategies.

First Eagle Funds, New York, NY
First Eagle Funds (Global, Overseas, Gold, U.S. Value, Global Income Builder, High Yield Bond) sponsored by First Eagle Investment Management, LLC, and First Eagle Fund of America, a non-diversified fund.

Gabelli Funds, Rye, NY
Family of research-driven, value-oriented mutual funds from GAMCO Investors which includes a diversified product mix covering ESG, value, domestic and international growth, small caps as well as some of their newer funds – Media Mogul and Pet Parents Fund.

Gotham Funds, New York, NY
Mutual funds emanating from Gotham Asset Management, which utilize valuation principles Joel Greenblatt and Robert Goldstein have employed over the course of their investing careers. The funds offer the same strategies that institutional clients enjoy.

Nicholas Sargen, Cincinnati, OH
Chief Economist with Fort Washington Investment Advisors and author of “Investing in the Trump Era: How Economic Policies Impact Financial Markets” offering Main Street investors an unbiased assessment of the administration’s policies. In addition to his most recent book, Nick wrote “Global Shocks: An Investment Guide for Turbulent Markets.” Nick holds a PhD in Economics from Stamford University and currently serves as an adjunct professor at the University of Virginia’s Darden School of Business.

Perkins Coie (Special Project), New York, NY
An international, tech-centric law firm headquartered in Seattle. The New York Office specializes in private equity, blockchain, fintech, and emerging companies which has resulted in major growth in recent years.

Socorro Asset Management LP, Dallas, TX
Founded by Mark R. Freeman, a Westwood Holdings Group alum. A long only, multi-asset strategy targeting low volatility. The firm manages money for institutional and family office clients.

Thornburg Funds, Santa Fe, NM
Family of fixed income funds and equity funds – Thornburg Value, International Value, Core Growth, International Growth, Global Opportunities, Investment Income Builder, Developing World, Strategic Income Fund and Thornburg Better World International Fund (ESG), plus municipal bond and income funds.

Tweedy, Browne Funds, Stamford, CT
Family of four no-load funds utilizing traditional value approach, team managed. Winner of 2011 Morningstar International Manager of the Year award. Tweedy, Browne Worldwide High Dividend Yield Value Fund focuses on companies around the globe with above average dividend yields – two Global Value Funds; one hedged; one unhedged.

ValueWorks LLC, New York, NY
ValueWorks LLC offers a suite of separate accounts and the ValueWorks Long-Biased Equity Strategy, a hedge fund. The firms follows a disciplined value investing approach that seeks the best-quality US companies at the best possible prices.