A complete list of active advisors currently associated with Giverny Capital Asset Management

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

Giverny Capital Asset Management provides discretionary, fee-only investment management to individuals, trusts, and other institutional clients, focusing primarily on equity securities. The firm manages approximately $599 million in client assets and does not offer financial, insurance, or estate planning services. Giverny’s investment approach is rooted in fundamental, value-oriented research and typically implements client accounts from a concentrated Master Portfolio of roughly 20–30 equity holdings, emphasizing long-term holding periods and relatively low turnover. Each client account is managed individually against that Master Portfolio and may be tailored for client-specific constraints, which can result in accounts that are not fully diversified and may occasionally include fixed-income allocations when appropriate. Noteworthy distinctions include formal affiliations with related advisers that collaborate on investment analysis and a referenced portfolio model, while maintaining separate custody and trade execution and written policies to address cross-entity conflicts of interest. The firm also discloses that it may compensate third-party solicitors for client referrals (an endorsement/solicitor arrangement), provides performance history reports benchmarked to the S&P 500, and operates with a relatively large asset base per advisor.

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