A complete list of active advisors currently associated with Divergence Capital Management

Warmer can help you find a great advisor at Divergence Capital Management or one who fits your needs even better.

Divergence Capital Management provides discretionary portfolio management primarily to individual clients through separately managed accounts, using a stock-selection investment strategy. Portfolios may include equities, exchange-traded and closed-end funds, corporate and municipal debt, government securities, commodities and currencies, and the firm may invest in foreign issuers and lower-rated debt instruments. The firm’s approach begins with a top-down macroeconomic evaluation—considering interest rates, demographics, technological change and commodity trends—followed by company-specific fundamental analysis and assessment of investor sentiment and price patterns. Portfolio construction is tailored to client objectives (capital appreciation, growth and income, or income), is typically non-diversified with concentrated holdings (generally 5–30 names), and can involve large cash positions or sizable single-stock exposures and relatively high turnover and volatility. As a single-advisor practice with modest assets and a small client base, the firm operates with the flexibility to create highly customized, concentrated portfolios and to allocate to niche instruments such as below-investment-grade debt, commodities and currencies, which is less common among peers of its size. The principal has more than 30 years of investment experience, the firm attempts to trade alongside clients via block orders when practicable, and it does not vote client proxies on their behalf.

To learn more about the advisors currently working at Divergence Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.