Moody Aldrich Partners LLC
Moody Aldrich Partners LLC (MAP) is a SEC-registered, privately held boutique investment firm headquartered in Marblehead, Massachusetts. Founded in 1988, MAP specializes in sourcing, investing in, and scaling niche investment firms as well as managing those firms’ investment offerings for its own capital and external institutional and private investors. MAP has evolved into a multi-boutique asset manager with interests in affiliated boutique firms managing US, international, and alternative strategies. The firm emphasizes identifying investment talent, developing strategic partnerships, and maintaining an entrepreneurial culture focused on fiduciary stewardship, teamwork, and ethical standards. MAP serves institutions and sophisticated individual investors, currently employing around 12 people.
Investment Strategy
Moody Aldrich Partners employs a bottom-up, value-driven investment approach designed to exploit inefficiencies between price and value, especially among mid and small-cap companies. The firm seeks to compound capital while minimizing risk and protecting assets during market downturns. Its strategies typically exclude the largest domestic companies, maintain concentrated portfolios of 35-55 stocks diversified by industry, and hold cash as a residual from its investment process, not for market timing. MAP operates through autonomous investment boutiques focusing on long-only US small/mid cap, global/international value, and alternative strategies, aiming for aligned incentives, strategic partnerships, and long-term capital appreciation.
Top Holdings
Equity Positions (184)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CADE | CADENCE BANK | 2.08% | $10.9M | 291,393 | $29.41 | $37.54 | +$2.0M |
I INDB | INDEPENDENT BK CORP MASS | 2.00% | $10.5M | 152,377 | $64.28 | $69.17 | +$1.5M |
P PTGX | PROTAGONIST THERAPEUTICS INC | 1.80% | $9.5M | 143,060 | $40.49 | $66.43 | +$76.1K |
K KTOS | KRATOS DEFENSE & SEC SOLUTIO | 1.80% | $9.5M | 103,580 | $51.45 | $91.37 | +$5.2M |
P PIPR | PIPER SANDLER COMPANIES | 1.60% | $8.4M | 24,316 | $241.93 | $346.99 | +$1.4M |