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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
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Strategies

Eldred Rock offers investment management services pursuant to three strategies. All of which share a common investment philosophy and process. 

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Who We Serve

Families + Individuals

Registered Investment Advisors

Institutional Investors

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What Makes Us Different?

We invest with a business-owner mindset.

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We are process-focused and think in probabilities.

We take a capital cycle approach with a focus on supply.

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Margin of safety and downside protection reduces investment risk.

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Our portfolios are concentrated, exhibit low turnover,
and compound returns tax efficiently.

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We are committed to ‘alpha generation’ over
‘asset gathering’.

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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.

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