Altron Capital Management

Altron Capital Management provides ongoing asset management and continuous portfolio supervision for separate accounts and institutional mandates, while also maintaining relationships with individual investors — including both non-high-net-worth and high-net-worth clients, a client mix that is uncommon among firms in this category. Services are delivered on a discretionary basis, with client accounts held at a qualified custodian and subject to individualized investment restrictions and regular reviews.

The firm follows a fundamental, global value investment approach that concentrates on roughly 10–20 high-conviction ideas and may hold concentrated, long-term positions in companies perceived to be out of favor by the market. Implementation can include long and short positions, options and margin, and the firm offers performance-based arrangements for qualified investors, with procedures in place to manage conflicts between performance- and asset-based accounts.

Noteworthy operational features include a relatively small asset base (approximately $733,000) and the firm’s use of a specific institutional custodian that provides research, technology and operational benefits to the adviser, which the firm discloses as part of its brokerage relationships. The adviser also discloses an unrelated online retail business activity and does not vote proxies on client securities, both material details prospective clients should consider.