All-Cap Value

Brings Anchor’s value discipline to the broad equity market

Mid-Cap Value

Finds opportunities in emerging niches of the economy

Smid-Cap Value

Focus on undervalued companies that pay dividends

Small-Cap Value

Focus on undervalued companies that pay dividends

Balanced

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

Select Dividend

Provides current income from equity dividends while seeking superior total returns

Founders Value

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

Please contact Anchor Capital for further information regarding the Founders Value strategy.

REIT

Real Estate Investment Trusts can aide in reducing volatility and increasing current income