Clients & Results

Ajamie LLP (Special Project), 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.

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

Gabelli Funds, Rye, NY
Family of research-driven, value-oriented mutual funds and ETFs 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.

Harbor Capital Advisors, Chicago, IL 
Harbor Funds offer a diverse family of investment solutions managed by hand-picked portfolio management teams. They serve as a gateway for clients to access talented asset managers of all types through active, cost-aware Harbor investments with a value proposition, mutual fund, and ETFs.

Oakcliff Capital (Special Project), 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.

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.