Argosy Investors

Argosy Investors provides discretionary investment management through separately managed accounts for qualifying individuals and entities. The firm generally manages a single, value‑oriented strategy but can offer tailored approaches for specific client circumstances.

The investment process is bottom‑up fundamental analysis focused on estimating intrinsic value, with a typically concentrated portfolio that the firm says will usually hold about 20–40 stocks and is oriented to a long‑term horizon (preferably three to five years or longer). The firm pursues both long‑term growth and special‑situation opportunities, and may invest in smaller‑capitalization or less liquid securities; it can also construct more conservative portfolios by allocating to low‑cost bond funds.

Noteworthy for a firm of this type, Argosy Investors manages a relatively small asset base (roughly $3 million) and is operated by a single principal who runs the advisory practice part‑time while maintaining other business activities, which may affect available resources. The firm distributes a quarterly letter with position commentary to clients, does not accept proxy‑voting authority (clients receive proxies directly), and generally states no formal account minimum, making it accessible to individual investors.