Foundry Partners:
A boutique asset management company composed of
experienced professionals who provide a solid foundation
of market knowledge and investment skill to the business
of portfolio management.
 Process Driven:
Similar to an actual foundry, we use our experience
to implement a consistent and disciplined process
that takes raw assets and molds them into refined portfolios.
 Consistency:
By putting a focus on consistency of people
and process, we feel that long term results
while controlling risk can be repeatable.
 Discipline:
The key to any successful investment strategy
is being disciplined in your process and execution.
 Experience:
With an average of over 20 years of investment experience
our autonomous investment teams are able to offer a diverse
product set while bringing the stability and confidence needed
to navigate a variety of market environments.
Home2025-01-13T15:08:16+00:00

Company Overview

  • Assets (as of 12/31/24):
    $2.34 Billion Total Assets
    $2.05 Billion Discretionary Assets
    $287  Million Advisory-Only UMA Assets
  • Associates: 17

About Foundry

Foundry Partners offers a variety of value strategies that fill multiple areas within the capitalization spectrum. While we service a variety of institutional clients across the country, our primary offices are located in Cleveland, OH (headquarters) and Minneapolis, MN. Our name pays homage to our time-tested 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.

Investment Styles

Value

Foundry Partners offers a variety of value strategies filling in multiple areas within the capitalization spectrum. While each strategy is distinct, they all seek time-tested low-multiple value characteristics and use fundamental analysis in their decision making.

Our general value philosophy shares similar threads while being grounded by three main foundational ideas: 1) Contrarianism pays, 2) Statistical cheapness is necessary but not sufficient, and 3) Value traps can be avoided. In addition, each strategy also leans on behavioral elements to varying degrees.

Foundry News

Additional News

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