A complete list of active advisors currently associated with Giverny Capital Advisors

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

Giverny Capital Advisors provides discretionary investment management on a fee-only basis to individuals, trusts and other institutional entities, managing relatively concentrated equity portfolios (typically 20–30 stocks) rather than broad, fully diversified asset mixes. The firm’s services are limited to portfolio management and do not include financial planning or insurance and estate-planning services. The firm follows a value-investing process grounded in fundamental research and implements a long-term “Master Portfolio” model that is customized across individual client accounts, with periodic rebalancing and quarterly reviews. Clients receive regular performance reporting, including performance-history reports that are presented relative to the S&P 500 benchmark. Giverny Capital Advisors is notable among peers for operating at scale with a small advisory team while disclosing affiliations with other SEC-registered Giverny entities and using a model portfolio developed by an affiliated Montreal-based adviser; the ADV describes policies and controls intended to address trading and information-sharing conflicts across those related firms. The brochure also emphasizes the firm’s provision of performance and predecessor-performance information and the accompanying disclosure and allocation procedures that govern simultaneous or overlapping trading with affiliated advisers.

To learn more about the advisors currently working at Giverny Capital Advisors, 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.