Punch & Associates Investment Management, Inc.
Punch & Associates Investment Management, Inc. is an employee-owned investment firm headquartered in Edina, Minnesota. Founded in 2002, the firm manages approximately $2.1 billion in assets and employs over 30 professionals. They serve high-net-worth individuals, families, institutions, and charitable organizations by providing wealth management and investment solutions.
Investment Strategy
Punch & Associates pursues a fundamental, research-driven investment approach focused on long-term capital appreciation. The firm specializes in equity and fixed income strategies, seeking quality companies with sustainable competitive advantages. Their investment philosophy emphasizes a diversified portfolio, prudent risk management, and a deep understanding of clients’ needs to meet both growth and income objectives. As a fiduciary, they offer personalized solutions for high-net-worth clients, family offices, and institutional investors.
Top Holdings
Equity Positions (152)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SNEX | STONEX GROUP INC | 4.07% | $66.2M | 726,426 | $41.22 | $91.14 | +$1.8M |
R RDNT | RADNET INC | 2.44% | $39.7M | 697,275 | $20.72 | $56.91 | +$5.2M |
L LAUR | LAUREATE EDUCATION INC | 2.16% | $35.1M | 1,501,764 | $15.81 | $23.38 | +$4.7M |
U UTI | UNIVERSAL TECHNICAL INST INC | 2.12% | $34.4M | 1,016,160 | $11.44 | $33.89 | +$6.6M |
G GSL | GLOBAL SHIP LEASE INC NEW | 1.95% | $31.6M | 1,202,687 | $12.97 | $26.31 | +$4.3M |