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Landmark Advisors, LLC 408 West 14th Street New York, NY 10014
Tel: (212) 243-1600 Fax: (212) 243-1620 |
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Founded in 2001, Landmark Advisors, LLC is an alternative investment
management firm that employs a value-orientated investment
philosophy. Despite the market's potential for short term
irrationality, Landmark believes that in the long run market prices
converge on intrinsic value, rewarding investors who utilize
value-based strategies.
Landmark’s goal is to create portfolios of the highest
conviction ideas of managers who value companies based on rigorous
fundamental research and analysis, preferring managers who bring a
"private equity mentality to the public markets." While the
individual managers act as performance drivers, Landmark combines the
managers into portfolios of various concentrations to satisfy the
different return expectations and diversification needs of our
clients.
At Landmark, we generally seek to maximize the returns of our
portfolios rather than put our primary focus on minimizing volatility
while accepting lower returns. To this end, we aim to avoid the
over-diversification that seems prevalent among many single and
multi-manager strategies, preferring to invest with a select number
of specialized managers who in turn focus on their most intensely
researched, highest conviction ideas.
Landmark's Portfolio Managers have built their careers valuing companies as
mergers, acquisitions and private equity professionals. This
experience enables them to analyze the investment theses, catalysts,
valuation methodologies, and risk factors of the specific security
level positions of our underlying managers, rather than only
analyzing their portfolios as a whole.
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