Noun: An establishment where metal is melted and poured into molds.
Foundry Partners, LLC is a boutique asset management company that specializes in active management and delivering positive risk adjusted returns for our clients. Although we currently service a variety of institutional and public clients, our name pays homage to our investment philosophy and the types of clients we built our roots on. Similar to an actual foundry, our portfolio managers look to take raw assets and mold them into a comprehensive and refined portfolio. Like the men and women who work hard on those foundry floors, we are always working to build a solid investment foundation for our clients.
Our value strategies are built on the foundation of merging fundamental analysis with the indication of a positive catalyst. We feel this approach helps us identify statistically attractive and undervalued stocks while avoiding a classic value pitfall of investing too early.
Our core strategies seek companies demonstrating positive investor sentiment coupled with solid operating momentum. We believe that when a company is experiencing positive fundamentals and is exceeding expectations, investors benefit from an accelerating growth rate.
Our growth strategies identify companies with attributes indicative of improving profitability and accelerating growth trends. Coupled with positive investor sentiment, our valuation discipline looks to combine these characteristics with favorable risk/reward potential.
From Our President
As we enter the summer it makes me think of BBQ’s, time outside with family and friends, and a certain buzz within the air. With offices in Minneapolis and Cleveland, the change of seasons is palpable. People seem uplifted with an extra bounce in their step. Amongst all this change, one thing that has remained is the consistency of our Micro Cap Value and Mid Cap Growth strategies. Both options were once again recognized with Top Gun status by PSN/Informais after the first quarter of 2015! A great accomplishment by all those involved.
– Tim Ford, President and CEO