1776 Capital Compounder
The 1776 Capital Compounder strategy invests in undervalued securities across asset classes. We focus primarily on equity securities of high-quality businesses that we expect to outperform peers over the economic cycle.
High Conviction Portfolio: We manage a concentrated portfolio of typically 15 to 25 stocks that we believe offer compelling risk-reward opportunities.
Fundamentals-Driven: We conduct extensive research to identify companies whose earnings potential is underappreciated or whose valuations do not fully reflect the quality of their underlying businesses. Our process includes industry analysis, management meetings, field research, and detailed financial modeling.
Size Bias: We tilt toward small and mid-capitalization companies that we believe are more commonly undervalued and less efficiently followed than larger, widely known businesses.
Long-Term Focus: This strategy is intended for investors with a long investment horizon. Clients should have the ability to endure near-term market volatility in pursuit of long-term capital appreciation.
Risk Management: The strategy may at times utilize plain vanilla options to manage client portfolio risk or augment returns.
Values-Based Review: In addition to our fundamental and financial analysis, we conduct a final qualitative assessment to screen for business practices and corporate activities that are inconsistent with our core Christian values.