A complete list of active advisors currently associated with Medora Value Equity, LLC
Warmer can help you find a great advisor at Medora Value Equity, LLC or one who fits your needs even better.
Medora Value Equity, LLC manages discretionary, concentrated global value equity portfolios for high‑net‑worth individuals, institutions, trusts, partnerships and family offices, and also provides sub‑advisory services to other registered investment advisers. The firm reports approximately $20 million in discretionary assets and operates a single strategy across client accounts rather than tailoring distinct portfolios for each client. The investment approach is value‑oriented and concentrated, typically holding about 10–20 positions and seeking multi‑year (3–5 year) returns through fundamental analysis and several valuation methodologies; the brochure states the manager often looks for material discounts (around one‑third) to estimated intrinsic value. Medora may invest across capitalization ranges, including less liquid instruments (OTC, Rule 144A, preferreds) and notes that derivatives may be used when the firm believes they provide portfolio benefits. Medora’s operating model includes a number of features that are less common for a solo independent adviser: it serves institutional and corporate-type clients via sub‑advisory arrangements, has a documented marketing/referral arrangement with an SEC‑registered broker‑dealer (Old City Securities, LLC) under which it compensates for referrals, and discloses use of derivatives and illiquid securities in client accounts. The brochure also notes back‑office support agreements with another adviser and that the principal may participate in private investments or consulting engagements, all of which can affect how investment opportunities and time are allocated.
To learn more about the advisors currently working at Medora Value Equity, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Mobile, AL
| 10
|
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