12th Street Asset Management

12th Street Asset Management Company, LLC is an SEC-registered investment advisor founded in 2007 and headquartered in Nashville, TN. The firm specializes in providing discretionary portfolio management services to individual and institutional investors through separately managed accounts, sub-advisory accounts, model portfolios, and a pooled investment vehicle. They offer three equity investment strategies: LP, Opportunity, and Small Cap Value, focusing on U.S. companies traded on U.S. exchanges. For separately managed accounts, the minimum initial investment is $1,000,000, but exceptions can be made. Fees are generally up to 1.0% of assets under management, with the ability to negotiate or waive fees based on account size and type. The firm may receive compensation through management fees and performance fees for the limited partnership. Clients have investment discretion over their accounts, and the firm acts as a fiduciary for ERISA accounts. 12th Street employs a value-oriented investment approach, utilizing fundamental research and focusing on domestic equity securities. The firm discloses no disciplinary actions, and its principals have extensive experience in the financial industry. The firm's code of ethics ensures compliance with securities laws and maintains client confidentiality. Proxy voting is conducted through a third-party vendor, and the firm has no custody of client assets. The firm's partners, Michael G. O’Keefe and D. Andrew Shipman, have no disciplinary history and are dedicated to providing sound investment advice.