Institutions
We Know the Ropes
Anchor’s rigorous process is designed to lower volatility while seeking long-term growth.
Helping institutions keep their promises since 1983
Anchor’s Institutional Accounts division has 40 years of experience working with institutional programs. We offer eight distinct value-focused strategies that are designed to play specific roles in a total portfolio solution.
Our watchword is “no surprises.” This applies first to the lower relative volatility and downside protection that are the expected outcomes of our disciplined process. We also strive for full transparency: Clients can fully access information about their assets—in regular quarterly meetings and on an as-needed basis.
Your mission, first and foremost
Public & Multi-Employer Funds
Beneficiaries
Keep promises to public and union employees; ensure public institutions’ solvency; minimize burden on taxpayers
Fiduciaries
Asset allocation policy may be risk-averse; sensitive to downside events
Corporate Pensions
Beneficiaries
Keep promises to employees while managing pension expense and funding risk
Fiduciaries
Sensitive to equity market volatility since 2008; avoid consequences of underfunding imposed by PPA
Non-profits
Beneficiaries
Maintain educational/cultural mission — often major construction projects; support efforts for public good
Fiduciaries
Asset allocation for endowments may be more risk-tolerant; the focus of private foundations is adjusting to increased risk needed to meet the 5% annual spending hurdle
Consultants
Beneficiaries
Intermediary for all client types above: Fulfills “prudent expert” role for them
Fiduciaries
Key is predictable results while maintaining transparency, excellent communication — including detailed analytics
Institutional strategies
All Cap Value
Brings Anchor’s value discipline to the broad equity market
Small Cap Value
Focus on undervalued companies that pay dividends
Value Opportunities
Core strategy with broad capitalization exposure
Mid Cap Value
Finds opportunities in emerging niches of the economy
Dividend Income Value
Provides current income from equity dividends while seeking superior total returns
Balanced Value
An asset-allocated portfolio that can serve as the core of a global solution
Founders
A highly concentrated equity portfolio of small to mid cap, founder-led, U.S. publicly listed companies
For more information please contact your Anchor representative.
Core Principles
Philosophy
We believe history shows that disciplined value investing outperforms over time with relatively low risk.
Process
Our deep focus on individual securities is designed for downside protection and relatively low correlation to peers.
Performance
Anchor strategies play a defined role: seeking to mitigate bear-market losses and achieve competitive growth over a full cycle.
People
Our teams are stable. We hire talented investors who are dedicated to your success.
We understand our role. You know what you expect.
“We listen carefully to learn each client’s mission, policies, preferences, and goals. We also explain our process in great detail and follow up with fully transparent reports on progress.”
John Boles
Director of Institutional Marketing