Isthmus Partners, LLC

Investment Strategy

Isthmus Partners employs a disciplined blend of quantitative and fundamental research to actively manage domestic equity, fixed income, and international portfolios. Investment strategies focus on U.S. large-cap, small/mid-cap, and small-cap equities, prioritizing quality and valuation metrics that historically lead to excess returns. The firm designs client portfolios to match risk tolerance and emphasizes low turnover and long-term growth, with conservative fixed income allocation in Treasury, municipal, and high-quality corporate bonds. International exposure is managed via third-party mutual funds and ETFs, thoroughly monitored by the team.