Hourglass Capital, LLC

Investment Strategy

Hourglass Capital specializes in providing customized investment management services for separately managed accounts, focusing on individualized client objectives such as capital appreciation, growth, and income. Portfolios are generally managed on a discretionary basis, although some non-discretionary relationships exist. The firm’s investment approach is guided by in-depth discussions with each client to establish goals and constraints, resulting in a tailored investment policy. Investment decisions are executed with an emphasis on risk management, diversification, and long-term value, with ongoing portfolio reviews to ensure alignment with client objectives. Hourglass avoids a formulaic or prescriptive style and instead builds diversified portfolios with an active management philosophy.