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
Strategies
Eldred Rock offers investment management services pursuant to three strategies. All of which share a common investment philosophy and process.
Who We Serve
Institutional Investors
Families + Individuals
Registered Investment Advisors
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 are our core pillars.
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 that 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.