A complete list of active advisors currently associated with Nomadic Value Partners

Warmer can help you find a great advisor at Nomadic Value Partners or one who fits your needs even better.

Nomadic Value Partners advises individuals, charitable foundations, other investment advisers, and pooled investment vehicles, providing discretionary and non‑discretionary portfolio management through separately managed accounts, a model delivery arrangement for adviser clients, and by sponsoring a private pooled fund. The firm delivers its long‑only public equity holdings to separate accounts and model delivery clients while the pooled fund may invest in a broader set of instruments. The investment approach is a concentrated, thesis‑driven value strategy that targets mispriced equities across market capitalizations with a multi‑year horizon and a limited number of high‑conviction positions. Research emphasizes industry‑level study, direct outreach and expert interviews to develop company‑specific free cash flow drivers, and the pooled vehicle may also pursue private unlisted investments, hedges, short positions and leverage as deemed appropriate. Noteworthy differences from many peers include acting as sponsor and manager of a private pooled fund that pays performance‑based compensation to the sponsor and publicly disclosing predecessor and performance results in its materials—practices that are uncommon for firms of this size. Operationally, the firm requires custody with a single broker/custodian and receives platform and research services at reduced or no cost, and it executes trades for its fund and separate accounts before sending model updates to adviser clients, which can affect allocation and execution timing across client types.

To learn more about the advisors currently working at Nomadic Value Partners, 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.