Clients & Results

Ajamie LLP, Houston, TX
A boutique litigation law firm with a proven track record of large recoveries for victims of financial fraud, as well as a long history of representing corporations in complicated commercial litigation. The firm is also widely recognized for providing cross-border representation in complex business litigation matters and has the skills and resources to represent clients internationally. They have begun worldwide movements, scored world record firsts, and have been on the cutting edge of important issues.

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 introduced proprietary technology – FP Alpha – 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 with a focus on Europe and Evermore Global Value Fund.

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

First Eagle Investment Management, New York, NY
First Eagle Funds (Global, Overseas, Gold, U.S. Value, Global Income Builder, High Income) and First Eagle Fund of America. Total assets $100+ billion.

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

Kovitz, Chicago, IL 
One of the largest independent registered investment advisors in the Chicago area ($5 billion AUM), Kovitz offers asset management and wealth advisory solutions to high-net-worth individuals, family offices, institutions and financial professionals. Kovitz is a disciplined value investor that brings a business-owner mentality to investing. Kovitz’s investment strategies include equities, hedged equities and fixed income.

Nicholas Sargen (Special Project), 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. Nick also 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.

Oakcliff Capital, New York, NY
Founded in 2004, Oakcliff Capital is a fundamental value investor with concentrated portfolios of high quality, undervalued businesses. As a long-term investor, Oakcliff is known for its patience and follows a rigorous and painstaking research process to select only one or two great companies a year.

Olstein Capital Management, Purchase, NY
Founded in 1995, Olstein Capital Management is an independent, employee-owned investment management firm with multi-cap value and small/mid-cap portfolios, as well as Olstein All Cap Value Fund and Olstein Strategic Opportunities Fund.

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.

PPB Capital Partners, Conshohocken, PA
Launched in 2008, PPB Capital Partners brings premier alternative investment solutions and streamlined processing to the wealth advisory community. PPB provides a platform of alternative investment funds from leading managers, as well as customized funds-of-funds for wealth advisory firms.

Roumell Asset Management, Chevy Chase, MD
A boutique investment management firm founded in 1998 that offers separately managed accounts and a mutual fund, Roumell Opportunistic Value Fund. The firm follows a deep value strategy which takes concentrated positions in micro and small-cap stocks.

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

The Prudent Speculator, Aliso Viejo, CA
Founded in 1977 by the late Al Frank, The Prudent Speculator newsletter has a value investing philosophy finding bargains in the stock market. The Prudent Speculator focuses on the three core tenets of selection, diversification and patience and strives to hold stocks for 3-5 years. Hailed by Mark Hulbert as the little newsletter that crushed the market, TPS provides macro and specific stock insight that resonates with its thousands of readers.

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 plus 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.