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Vulcan Value Partners LLC
SEC-regulated
Registered investment advisor
Vulcan Value Partners, LLC is an investment advisor founded in 2007 by C.T. Fitzpatrick, specializing in value investing with a focus on publicly-traded companies. The firm's team manages various portfolio strategies for individual and institutional clients, including separately managed accounts, mutual funds, UCITS, and private funds. Vulcan's investment philosophy emphasizes long-term ownership of competitively entrenched companies with a margin of safety in price compared to intrinsic worth. The firm's strategies include Large Cap, Small Cap, Focus, Focus Plus, All Cap, Enduring Advantage U.S., and Enduring Advantage Global. Vulcan primarily charges asset-based fees and may negotiate fees based on various factors. The firm may receive research services through soft dollars and compensates promoters for client referrals. Vulcan exercises investment discretion for client
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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