Vantage Consulting Group Inc.
Vantage Consulting Group, Inc. is an independent boutique investment advisory firm headquartered in Virginia Beach, Virginia. Founded in the mid-1980s by Professor Robert F. Vandell and a group of PhDs and investment professionals, the firm traces its roots to academic thought leadership at the University of Virginia Darden School of Business. Vantage specializes in risk-managed, customized investment solutions, leveraging deep academic expertise and practical experience to serve institutions and high-net-worth clients. The firm is registered with the SEC and employs 13 professionals including investment consultants and leadership with backgrounds in finance, analytics, and portfolio management.
Investment Strategy
Vantage Consulting Group employs a risk-managed approach rooted in modern portfolio theory, focusing on building customized investment solutions for clients that balance theoretical rigor with practical experience. The firm adapts academic research to real-world investment management, aiming to achieve objectives through discipline and long-term perspective regardless of market conditions. Portfolio construction, manager analysis, asset-liability modeling, and optimization are core elements of their strategy. They prioritize maintaining the courage to make client-focused decisions through various market cycles, including bubbles, crashes, and crises.
Top Holdings
Equity Positions (3)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BW | Babcock & Wilcox Enterprises Inc. | 40.54% | $2.3M | 2,416,200 | $5.90 | $0.96 | +$700.0K |
A ADCT | ADC Therapeutics SA | 31.92% | $1.8M | 682,998 | $32.01 | $2.68 | +$630.9K |
C CBUS | Cibus, Inc. | 27.53% | $1.6M | 1,143,949 | $10.50 | $1.38 | -$560.5K |