Posts by Jim Wardian
Anchor Capital Advisors at London Value Investor
Jennifer DeSisto – Anchor Capital Advisors London Value Investor Presentation Topic | A Crown Jewel: Quality Value With An ESG Lens Our very own Chief Investment Officer, Jen DeSisto had the distinguished pleasure of being one of seventeen speakers at the Value Investor Conference in London. At full capacity with over 500 attendees and an agenda…
Read MoreGlobal Commentary Q1
U.S. equities returns were negative during Q1 2022 despite a positive return in March [i]. Value outperformed growth led by the strength of the energy sector and large capitalization stocks outperformed small caps stocks[ii]. Fixed Income suffered as a result of the rapid increase in interest rates, to finish the first quarter with negative returns[iii].…
Read MorePDCE: NASDAQ
The views expressed below are those of Anchor Capital Advisors, LLC (‘‘Anchor’’) as of the date written and are subject to change at any time. They are based on our proprietary research of the stated company and the following is a summary of the primary factors that support our beliefs and rationale for investing in…
Read MoreNYSE: V
The views expressed below are those of Anchor Capital Advisors, LLC (‘‘Anchor’’) as of the date written and are subject to change at any time. They are based on our proprietary research of the stated company and the following is a summary of the primary factors that support our beliefs and rationale for investing in…
Read More2022 CEO Letter
Dear Clients and Friends, Another Record Year – Anchor ended 2021 as healthy as we have ever been, with $9.8 billion in assets[i], enabling us to add six new associates in the past year. Anchor remains a very desirable place to work – we are privately held and make our own destiny – we invest…
Read MoreMGY: NYSE
The views expressed below are those of Anchor Capital Advisors, LLC (‘‘Anchor’’) as of the date written and are subject to change at any time. They are based on our proprietary research of the stated company and the following is a summary of the primary factors that support our beliefs and rationale for investing in…
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