We Know the Ropes

Anchor’s rigorous process is designed to lower volatility while seeking long-term growth.

Institutions

Helping institutions keep their promises since 1983

Anchor’s Institutional Accounts division has more than 35 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

Founders Value

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

Mid Cap Value

Finds opportunities in emerging niches of the economy

Balanced Value

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

Small-Mid Cap Value

Focus on undervalued companies that pay dividends

Dividend Income Value

Provides current income from equity dividends while seeking superior total returns

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