Torray Investment Partners LLC
Torray Investment Partners LLC is an independent, staff-owned boutique investment manager headquartered in Bethesda, Maryland. Founded over 50 years ago, Torray specializes in concentrated equity investing with an integrated approach to risk management. The firm manages money for individuals (including high net worth individuals), investment companies, charities, and corporations. Torray is known for its collaborative, partnership approach and alignment to client outcomes, employing a small team of about 10-11 professionals.
Investment Strategy
Torray Investment Partners employs a concentrated equity investing strategy, focusing on a relatively small number of positions to generate long-term capital growth while managing risk integratively. The firm’s investment philosophy emphasizes deep fundamental research, disciplined risk assessment, and collaboration among portfolio managers to maintain a high-conviction portfolio. Torray is 100% independent and staff-owned, prioritizing client-aligned outcomes and competitive advantages stemming from its simple structure and partnership mentality.
Top Holdings
Equity Positions (98)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVGO | Broadcom Limited | 4.22% | $31.1M | 94,312 | $176.90 | $329.91 | -$9.9M |
P PSX | Phillips 66 | 3.85% | $28.4M | 208,850 | $96.42 | $136.02 | +$4.2M |
R RPRX | Royalty Pharma Plc | 3.36% | $24.8M | 702,883 | $31.24 | $35.28 | -$18.9K |
A ABBV | Abbvie | 3.19% | $23.5M | 101,632 | $172.26 | $231.54 | +$5.9M |
H HD | Home Depot | 3.19% | $23.5M | 58,013 | $311.27 | $405.19 | +$2.9M |