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
We started Foundry Partners, LLC a little over two and one half years ago with an objective of building on our core strengths and growing our scope when the right opportunities presented themselves. A prime example of this is the Foundry Partners Small Cap Growth Composite which was created on May 1, 2014, and finished in the top 14% of Lipper’s US Small Cap Growth Universe for the one year period ending June 30, 2015 (Per the SPAR module of FactSet). The Growth Team has done a fantastic job affirming the vision we had when launching this strategy. Our early success of this strategy and others demonstrates our conviction towards creating top tier products. We look forward to building upon the vision we laid out in the beginning while continuing to keep the client experience our top priority.
– Tim Ford, President and CEO
* Although taken from reliable sources, Foundry cannot guarantee the accuracy of the information received from third parties. Graphs, charts, and/or diagrams cannot, by themselves, be used to make investment decisions.