Altravue Capital, LLC

AltraVue Capital, LLC is an SEC-registered investment firm founded in January 2016 by Touk Sinantha and De Shay McCluskey. The firm specializes in providing investment management services to high net worth individuals and institutional investors through separately managed accounts and pooled investment vehicles. AltraVue serves as the investment manager for AltraVue Fund I, LP, and AltraVue Fund I-P, LP. The firm's investment strategy focuses on value-oriented equity investments in a concentrated portfolio of attractively priced businesses with growth potential. AltraVue exercises investment discretion for both separately managed accounts and the Fund, selecting securities based on clients' financial situations, objectives, and risk tolerance. The firm charges a management fee of 0.50% annually on assets under management for separately managed accounts, with a minimum account size of $10 million. For the Fund, management fees are approximately 0.5% annually for Class A Limited Partners. AltraVue does not participate in wrap-fee programs and has no material changes reported since March 7, 2024. The firm operates under a Code of Ethics to ensure client interests are prioritized, and it has no disciplinary events to disclose. AltraVue's brokerage practices include considerations for best execution and soft dollar arrangements for research services. The firm provides regular account reviews, voting of client securities, and financial information transparency to maintain client trust and compliance.