Ashford Capital Management Inc.
Ashford Capital Management Inc is an independent investment advisory firm based in Wilmington, Delaware. Founded in 1991, the firm specializes in offering discretionary portfolio management and related investment services primarily to high net worth individuals, pooled investment vehicles, and charitable organizations. It manages nearly $900 million in assets and employs approximately 15 staff, 60% of whom are investment professionals. The firm is known for its long-standing presence, personalized client service, and focus on institutional growth strategies.
Investment Strategy
Ashford Capital Management pursues a fundamentally driven investment approach emphasizing long-term capital appreciation. The firm primarily focuses on growth-oriented equity strategies across its flagship funds and tailored accounts, with allocations across US equities and select international opportunities. Investment decisions are based on intensive company-specific research and a disciplined portfolio construction process, aiming to deliver strong absolute returns while managing risk for institutional and private clients.
Top Holdings
Equity Positions (101)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
O ODD | ODDITY TECH, LTD. - CL A | 5.01% | $42.6M | 564,954 | $35.34 | $75.47 | +$11.7M |
L LGND | LIGAND PHARMACEUTICALS - CL B | 4.04% | $34.4M | 302,527 | $78.54 | $113.68 | +$3.1M |
S SNEX | STONEX GROUP, INC. | 3.87% | $32.9M | 361,432 | $69.57 | $91.14 | +$47.6K |
G GSAT | GLOBALSTAR INC. | 3.76% | $32.0M | 1,357,618 | $20.86 | $23.55 | +$3.2M |
A AXON | AXON ENTERPRISE, INC. | 3.64% | $31.0M | 37,406 | $43.38 | $827.94 | +$11.4M |