Best Fundamental Shops, Outside NY/SF?

Anyone know of good long-term oriented shops outside NY/SF? Bonus if they focus on small-to-mid caps.

Thanks

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3 Comments

usernameladiesman217

HF

1y

I know a few people over at Ariel, they seem to like the work. I mean, their logo is literally a tortoise, as in "slow and steady wins the race". When I was in Chicago, a lot of people wanted to work there coming from fundamental backgrounds.

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somrandom

ER

1y

That's most of them (LOs, of any kind), per your criteria (outside of NYC/SF).

Most very large ones will run small/mid cap strategies, often several.

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Best Fundamental Shops, Outside NY/SF?

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