Anchor Capital Advisors LLC
Anchor Capital Advisors LLC is a Boston-based, SEC-registered investment adviser founded in 1983. The firm offers investment management services through its Institutional, Managed Accounts, and Private Client divisions. Serving institutions, high net worth individuals, and other organizations, Anchor Capital employs around 45 professionals and manages billions in client assets. Following a management buy-out in 2018, the firm is majority-owned by its professionals (70%) with Lincoln Peak Capital holding 30%. Anchor Capital provides tailored portfolio management focused on long-term value investing.
Investment Strategy
Anchor Capital Advisors LLC follows a disciplined value-oriented investment strategy across multiple equity portfolios, including Mid Cap Value, Small Cap Value, All Cap Value, Balanced Value, Value Opportunities, and Dividend Income Value. The firm's approach is grounded in fundamental research, seeking undervalued securities with strong potential for long-term appreciation. Institutional clients receive customized investment programs, while managed accounts and private clients benefit from model portfolio strategies. The investment process includes a detailed analysis of client objectives, risk tolerance, and portfolio holdings and may include restrictions as needed. The firm invests in a broad array of securities such as listed equities, debt, municipal bonds, ETFs, options, and mutual funds, emphasizing prudent, client-specific solutions.
Top Holdings
Equity Positions (237)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
W WRB | BERKLEY W R CORP | 2.55% | $87.0M | 1,183,834 | $36.77 | $73.47 | -$906.6K |
M MCK | MCKESSON CORP | 2.52% | $85.8M | 117,025 | $285.27 | $732.78 | +$4.1M |
F FERG | FERGUSON ENTERPRISES INC | 2.29% | $77.9M | 357,941 | $192.99 | $217.75 | +$35.2M |
C CBOE | CBOE GLOBAL MKTS INC | 2.22% | $75.8M | 324,921 | $98.90 | $233.21 | -$1.6M |
M MKL | MARKEL GROUP INC | 2.09% | $71.1M | 35,595 | $1066.78 | $1997.36 | +$690.6K |
Industry Allocation
Team (13)
| Name | Role | Location | |
|---|---|---|---|
D David Watson | First Vice President | Boston, MA , United States | |
 | Portfolio Manager/Multi-Asset Class Solutions | Boston, MA , United States | |
M Michael Pierre | PM | Boston, MA , United States | |
W William Hickey | Senior Vice President, PM and Analyst | Boston, MA , United States | |
 | Vice President - Private Client Advisor | Boston, MA , United States | |
| Equity Analyst | Boston, MA , United States | ||
H Heidi Taber | First Vice President,Trade Desk Manager | United States | |
J Jack Kulpa | Vice President | Allentown, NJ , United States | |
L Leighton Culici | Portfolio Analyst | Newton, MA , United States | |
P Paul Ruskin | Managing Director | New York, NY , United States |