Offering equity strategies based on bottom-up fundamental research and our tried and tested investment philosophy and process

Consistent across our various strategies, we perform bottom-up, fundamental analysis with the goal of preserving capital and generating profit consistently.

We believe our investment philosophy provides a consistent and repeatable investment process focused on identifying quality investments in liquid securities, which we believe have excellent potential versus the risk. 

Large Cap Value

An actively managed portfolio of the firm's 30 to 35 best ideas, focused on companies of which we believe we possess a differentiated view than our peers.

Mid Cap Value

An actively managed portfolio of 30 to 45 stocks that are quality companies that are down in price.

All Cap Value

An actively managed portfolio of the firm's 25 to 30 best ideas, spanning all large, mid, and small cap value stocks.

Legal Disclosures & Privacy Policy
Easterly Acquisition 205 Hudson Street, 7th Floor, 10013 617-303-4800