Investment Strategies

For quarterly fact sheets, which contain current portfolio information and returns, please click here:

Anchor Strategy Best Fit Scenario Market Cap Range
(at purchase)
Benchmark
All Cap Value Core strategy with primary exporsure to large and mid capitalization companies $1 billion and above Russell 1000 Value
Balanced Value Core strategy with broad capitalization exposure plus fixed income $1 billion and above 60/30/10*
Mid Cap Value Mid cap value equity allocation $2 billion - $20 billion Russell Mid Cap Value
Small Cap Value Small cap value equity allocation $500 million - $2 billion Russell 2000 Value
Dividend Income Value Diversified Portfolio which places a premium on dividend paying companies and their defensive characteristics $1 billion and above Russell 1000 Value
Founders Highly concentrated portfolio with a focus on investing in small and mid-sized capitalization founder-led businesses, with meaningful inside ownership $200 million - $20 billion Russell 2500
Founders Micro Cap Discovery Highly concentrated portfolio of micro capitalization founder-led businesses, with meaningful inside ownership $50 million - $1 billion Russell Microcap
Value Opportunities Core strategy with broad capitalization exposure $150 million and above Russell 3000 Value

* Total assets include assets under management and assets under advisement. Assets are advisement to represent non-discretionary/UMA assets.
* 60% Russell 1000 Value / 30% Bloomberg Barclays Intermediate Government Credit / 10% Citi Group 90 Day T-Bill

Anchor strategies can also be tailored to meet the specific needs of both taxable and non-taxable investors.

Please contact us at (617) 338-3800 or info@anchorcapital.com