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
Dividend Value Strategy
Targets large-cap stocks with attractive and sustainable dividends and the potential for attractive dividend growth.
Ancora/Thelen Small Mid Cap Strategy
Target underappreciated stocks with $100 million to $10 billion in market capitalization.
Ancora/Thelen Small Cap Core Strategy
Target underappreciated stocks with $100 million to $3 billion in market capitalization.