We own outstanding companies for the long term
disciplined value investors
Who We Are
The Eldred Rock Partners team is an institutional asset management firm offering active equity investment strategies with downside protection and attractive risk adjusted returns in a client centered culture committed to integrity and responsible stewardship.
20+ Years of Experience
$2B Strategy Assets
100% Owner Managed
Who We Serve
Families + Individuals
Registered Investment Advisors
Institutional Investors
What Makes Us Different?
We invest with a business-owner mindset.
We are process-focused and think in probabilities.
We take a capital cycle approach with a focus on supply.
Margin of safety and downside protection reduces investment risk.
Our portfolios are concentrated, exhibit low turnover,
and compound returns tax efficiently.
We are committed to ‘alpha generation’ over
‘asset gathering’.
We are 100%
owner-managed.
Concentrated Value Investing
We are value disciplined investment managers who own outstanding companies for the long term.
Philosophy
Philosophy is the foundation, process builds the returns, structure tilts the probability of repeated success in our favor.
Process
Our investment process is simple, based on logic, and supported by
empirical research.