We Know the Ropes

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

"It can be used for other purposes not listed above." Price Of Sildenafil Citrate

Institutions

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

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 to expect.

Contact Us

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

Select Dividend Value

Provides current income from equity dividends while seeking superior total returns

Focused Value

Anchor’s highest return-seeking strategy has a concentrated portfolio and a multi-dimensional approach to value

REIT Value

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

For information on this strategy please contact your Client Service Representative at 617-338-3800

Founders Value

Seeks to invest in small to mid-sized companies which we believe can compound and grow at high rates over long time periods

“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

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