Boutique Asset Manager helping families, and independent advisors achieve superior investment results from investments in US-listed companies, with risk under control.
Why We're Different
Equity Investment Specialists
We specialize in US equity investing with a focus on identifying large-cap growth companies considered undervalued, from a collection of America's biggest and best companies.
Look For Quality, Growth, and Price
We seek out quality companies that exhibit both value and growth characteristics. This sets us apart from most other Portfolio Managers who believe growth and value are mutually exclusive investment options.
Relative Value Decisions
Each investment decision involves analysis of over 500 modeled investment options, one for each company in the S&P500 index. We are driven to make the best investments relative to the other alternatives available in the market.
Fee Structure and Focus on Outperformance
Our performance fee structure focuses our energy on producing results for our clients. Traditionally fixed fees have long incentivized asset managers to grow assets under management rather than pursue outperformance.
We Invest Alongside Client Funds
We believe in our investment process and our strategy.
As a boutique asset manager, we have a simple, horizontal organizational structure without layers upon layers of management. This makes us highly agile. We are 100% employee-owned and our Portfolio Manager is the founder of Dean Ryle Asset Management.
Closer to Clients
We offer increased accessibility to key decision-makers when it comes to managing your Portfolio, often overlooked benefit and but critical, especially during times of serve market turmoil.
Risk Management is Crucial
We practice a high degree of risk management in the analysis and selection of companies, and in constructing portfolios. We don't focus on volatility risk, as that is too simplistic and in our view and irrelevant to longer-term superior investment returns.
We believe doing our own research, detailed analytical work, sticking to a rigorous investment process, and focusing on the US equity market enhances investment performance for our clients.
*Source: Morris, S. CFA, 2009, “The ins and outs of performance fees”, date accessed 03/05/2021, website: https://www.morningstar.co
.uk /uk/news/64227/the ins and outs of performance fees.aspx.