Built to Perform
Each Ancora investment strategy is carefully architected to preserve and grow capital and each asset class is supported by a dedicated internal asset management team. With multiple CFAs, our depth of experience and asset class specialization allow us to generate alpha for our clients in an uncertain market.
The Ancora investment team has the breadth of expertise and operational structure of a global institution, with the responsiveness and flexibility of a boutique firm. We have managed portfolios across market cycles and consistently achieved desired outcomes for a range of high-net-worth, non-profit and institutional client mandates.
Investment Products and Strategies
Micro Cap Strategy
Target underfollowed stocks. May weight either end of the market cap spectrum heavier than the other based on market opportunities.
Ancora/Thelen Small Cap Core Strategy
Target underappreciated stocks with $100 million to $3 billion in market capitalization.
Ancora/Thelen Small Mid Cap Strategy
Target underappreciated stocks with $100 million to $10 billion in market capitalization.
Ancora MicroCap Fund
Seeks to obtain capital appreciation by focusing on securities with a market capitalization under $500 million.
Ancora/Thelen Small Mid Cap Fund
Seeks to obtain capital appreciation by targeting securities in the market capitalization range of $100 million and $10 billion.
Ancora Dividend Value Equity Fund
Targets large-cap stocks with attractive and sustainable dividends and the potential for attractive dividend growth.
Ancora Income Fund
Seeks to obtain a high level of current income with a secondary objective of capital appreciation in the value of its shares.
Focuses on less followed names while also employing several “niche” equity strategies. Dynamically allocates to four strategies and targets low beta.
Small Cap Activist
Absolute return fund invests in three activist verticals, hedges single names and overall portfolio risks while targeting low beta.
Select small cap activist co-investment opportunities are offered to institutional investors.