Ardent Capital Management, Inc.
Ardent Capital Management, Inc. is an SEC-registered investment advisor headquartered in Cincinnati, Ohio. Founded in the early 2000s (exact year not public), the firm focuses on delivering investment management services using fundamental equity analysis and active portfolio management for long-term investors. Led by CEO and Portfolio Manager Christopher Donabedian, CFA, with a 20+ year track record, Ardent manages assets for high-net-worth individuals, individuals, pension/profit sharing plans, charitable organizations, and pooled investment vehicles. The team consists of approximately 5 employees, including principals with decades of experience.
Investment Strategy
Ardent Capital Management employs a fundamental equity analysis approach combined with active portfolio management, focusing on concentrated portfolios intended for long-term capital appreciation. The firm targets high-conviction investments in both public and private markets, actively researching and selecting securities it judges undervalued relative to long-term intrinsic value. Portfolios are typically concentrated, demonstrating the firm's conviction in its analysis, and managed with the goal of delivering attractive long-term results for clients.
Top Holdings
Equity Positions (42)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 38.14% | $79.5M | 163,680 | $293.40 | $485.77 | -$8.2M |
J JNJ | JOHNSON & JOHNSON | 11.13% | $23.2M | 151,889 | $168.16 | $152.75 | -$1.3M |
M META | META PLATFORMS INC | 8.48% | $17.7M | 23,964 | $325.15 | $738.09 | +$3.7M |
G GOOG | ALPHABET INC | 8.35% | $17.4M | 98,143 | $139.86 | $177.39 | +$1.4M |
S SYK | STRYKER CORPORATION | 6.03% | $12.6M | 31,766 | $274.39 | $395.63 | +$583.4K |