Archpoint Investors
ArchPoint Investors, also known as Botty Investors LLC, is an independent registered investment adviser headquartered in Coral Gables, FL. The firm was founded in 2011 and serves primarily high net worth individuals, with approximately 9 employees (over half of whom are investment professionals). ArchPoint offers discretionary and non-discretionary portfolio management, drawing on fundamental and quantitative analysis to manage diverse client assets.
Investment Strategy
ArchPoint Investors manages diversified portfolios across equities, fixed income, and alternative assets, primarily for high net worth individuals. Their approach emphasizes a combination of fundamental research and quantitative analysis to identify value and growth opportunities across sectors and market caps. The firm dynamically adjusts its allocations based on market outlook and client objectives, maintaining a relatively concentrated portfolio of top holdings while retaining flexibility to adapt to changing market conditions.
Top Holdings
Equity Positions (69)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GOOGL | ALPHABET INC | 17.66% | $60.1M | 341,080 | $141.86 | $176.23 | +$7.4M |
A AMZN | AMAZON COM INC | 6.34% | $21.6M | 98,300 | $153.96 | $219.39 | +$2.9M |
V VTI | VANGUARD INDEX FDS | 5.89% | $20.0M | 65,721 | $259.70 | $303.93 | +$2.0M |
C CW | CURTISS WRIGHT CORP | 5.72% | $19.5M | 39,800 | $50.07 | $488.55 | +$6.8M |
V VOOG | VANGUARD ADMIRAL FDS INC | 5.29% | $18.0M | 45,415 | $305.13 | $396.54 | +$2.8M |