A complete list of active advisors currently associated with Sabana Capital Management, LLC

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

Sabana Capital Management provides discretionary portfolio management and tailored investment services to individuals and to a range of institutional clients, including pension and profit-sharing plans, charities, corporations, and other business entities. Like many independent advisers, the firm charges percentage-of-assets fees and focuses on ongoing portfolio management rather than transactional advisory services. The firm’s investment approach centers on a proprietary Core Portfolio built from a quantitative, multi-factor model that emphasizes very large-cap companies with consistent return on equity, financial strength, and strong free cash flow; holdings are typically selected for multi-year (five-year or longer) horizons. Alongside this long-term value orientation, the manager uses volatility- and momentum-based risk management to adjust market exposure and may employ options, covered calls, and leveraged or inverse ETFs to hedge or increase exposure as market conditions warrant. What is noteworthy relative to peers is the combination of a concentrated, quality-oriented equity strategy with active, model-driven market-timing and derivative hedging—techniques more often associated with larger or institutional managers. The firm also documents that it accepts charitable and other institutional accounts (statistically uncommon among independent advisers) and maintains a separate trading account for testing strategies while generally attempting to place client transactions ahead of proprietary trades.

To learn more about the advisors currently working at Sabana Capital Management, 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.