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.

Cook & Bynum Capital Management LLC, Birmingham, AL
Cook & Bynum Capital Management seeks long-term growth of capital using a research intensive, bottom-up approach to uncover equities of under-valued companies, often in Europe and emerging markets. The firm is a classic value investor and focuses on the small cap space with concentrated portfolios in their Cook & Bynum Fund, as well as two private partnerships.

Fairholme, Miami, FL
Founded in 1991, Fairholme Funds offers no-load, non-diversified mutual funds. The esteemed founder, Bruce Berkowitz, is renowned for his focused investment approach with a strategy to invest in a select number of undervalued companies. Fairholme offers an equity fund for investors seeking long-term growth of capital, as well as a fund for those seeking current income.

First Eagle Investments, New York, NY
First Eagle Funds (Global, Overseas, Gold, U.S. Value, Global Income Builder, High Yield Municipal, Rising Dividend, Credit Opportunities and Small Cap Opportunity, Smid Cap Opportunity). Total assets $100+ billion.

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 offers 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 funds, and ETFs.

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.

Robotti & Company Advisors, New York, NY
Robotti & Company Advisors is a value-focused boutique asset manager, offering private funds and separately managed accounts. Since founding the firm in 1983, Bob Robotti has guided the team in applying their time-tested value approach to investing in public markets. For over 40 years, Robotti & Company Advisors has used this approach to provide value investment strategies for high-net worth investors and institutions.

SouthernSun Asset Management, Memphis, TN
SouthernSun Asset Management is 100% employee-owned boutique US Small/SMID cap manager with a 35-year track record. The firm manages approximately $1.1 billion in assets and is absolute-return driven with concentrated, high-conviction portfolios.

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 International Value Funds; one hedged; one unhedged and a value fund.

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