Opportunity Cost Investors LLC

Opportunity Cost Investors LLC provides discretionary investment management to retail investors, including individuals, trusts and estates, through separately managed accounts with an objective of long-term capital growth. As of March 8, 2026 the firm reported approximately $50,293 in assets under management across five client accounts and does not impose account minimums.

The firm applies a value-oriented, fundamental research approach that targets a handful of high-quality publicly traded companies when they trade at what the firm views as deep discounts, emphasizing patient timing, insider ownership and durable competitive advantages. Portfolios are intentionally concentrated—described in the brochure as “far in excess of ‘typical’ industry norms”—and the firm acknowledges this concentration increases volatility and the risk of permanent loss.

Noteworthy for its small scale and single-strategy focus, the firm also maintains an affiliated media entity, Opportunity Cost Media, which provides market commentary aligned with the firm’s views but does not give specific investment advice or solicit clients. The adviser manages accounts on a fully discretionary basis, does not provide individualized, client-directed investment restrictions, and charges a non-negotiable percentage-of-assets management fee.