We Know the RopesAnchor’s rigorous process is designed to lower volatility while seeking long-term growth. |
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.
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
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
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
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
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.
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Institutional strategiesAll-Cap ValueBrings Anchor’s value discipline to the broad equity market Mid-Cap ValueFinds opportunities in emerging niches of the economy Smid-Cap ValueFocus on undervalued companies that pay dividends Small-Cap ValueFocus on undervalued companies that pay dividends BalancedAn asset-allocated portfolio that can serve as the core of a global solution Select DividendProvides current income from equity dividends while seeking superior total returns Focused ValueAnchor’s highest return-seeking strategy has a concentrated portfolio and a multi-dimensional approach to value REITConcentrated CompoundersSeeks 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