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 more than 30 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

Institutional strategies

All Cap Value

Brings Anchor’s value discipline to the broad equity market

Mid Cap Value

Finds opportunities in emerging niches of the economy

Small-Mid Cap Value

Focus on undervalued companies that pay dividends

Small Cap Value

Focus on undervalued companies that pay dividends

Balanced Value

An asset-allocated portfolio that can serve as the core of a global solution

Dividend Income Value

Provides current income from equity dividends while seeking superior total returns

REIT Value

Real Estate Investment Trusts are a proven strategy for reducing volatility and increasing current income

Founders Value

Highly concentrated portfolio with a focus on investing in small and mid-sized capitalization founder-led businesses, with meaningful inside ownership

Core Principles


We believe history shows that disciplined value investing outperforms over time with relatively low risk.


Our deep focus on individual securities is designed for downside protection and relatively low correlation to peers.


Anchor strategies play a defined role: seeking to mitigate bear-market losses and achieve competitive growth over a full cycle.


Our teams are stable. We hire talented investors who are dedicated to your success.

We understand our role.
You know what to expect.

Contact Us

“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

Recent Updates