Anchor Capital Management Group Inc.
Anchor Capital Management Group, Inc. is an investment adviser headquartered in Aliso Viejo, California. Founded in 1996, the firm specializes in risk-managed investment solutions, focusing on long-short mutual funds and model portfolios with an emphasis on absolute returns and liquidity. Serving a range of clients, particularly investment companies and high-net-worth individuals, Anchor Capital leverages over five decades of combined industry experience. The firm maintains a small team—listed as having approximately 3 employees—and is led by CEO Garrett Waters.
Investment Strategy
Anchor Capital Management Group aims to deliver risk-managed investment solutions that address the volatility of traditional equity portfolios. The firm utilizes a combination of long-short mutual funds, model portfolios, and risk management techniques—blending Modern Portfolio Theory (MPT) with active risk controls—to target absolute returns, enhance diversification, and maintain portfolio liquidity. Anchor Capital's strategies focus on both preserving capital and capturing upside across asset classes, serving clients seeking to mitigate downside risk while participating in market growth.
Top Holdings
Equity Positions (17)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | Invesco | 57.65% | $124.0M | 224,775 | $511.23 | $551.64 | +$4.1M |
S SPY | SPDR | 22.98% | $49.4M | 80,000 | $586.08 | $617.85 | +$4.7M |
E EFA | iShares | 6.65% | $14.3M | 160,000 | $75.61 | $89.39 | +$1.2M |
Q QYLD | Global X | 1.32% | $2.8M | 169,500 | $18.22 | $16.72 | +$15.3K |
P PDI | Pimco | 1.10% | $2.4M | 124,300 | $18.34 | $18.97 | -$103.2K |