Eldred Rock Partners, LLC

Eldred Rock Partners, LLC is a Texas-based investment management firm founded in August 2021 by Stefan F. Gräter, Jonathan H. Lewis, and W. Ryan Scott. The firm specializes in offering two public equity strategies: U.S. Value and International Value, with concentrated portfolios of 15 to 25 securities each. Eldred Rock provides investment management services for separately managed accounts, sub-advised services, and model portfolio services to unaffiliated registered investment advisers. For separately managed accounts, clients typically pay an annual management fee of 0.35% of the fair market value of assets under management, assessed quarterly. The firm had $2,175,083,797 in total assets under advisement as of December 31, 2024. Eldred Rock does not charge performance-based fees and does not participate in wrap fee programs. Clients of Eldred Rock include individuals, high net worth individuals, trusts, pension and profit-sharing plans, charitable organizations, family offices, unaffiliated registered investment advisers, partnerships, and institutional clients. The firm's minimum account size for separately managed accounts is $250,000, which may be aggregated. Eldred Rock follows a value-oriented investment philosophy with a disciplined, high conviction, concentrated, and low turnover approach. The firm acts as a fiduciary, managing client accounts with discretion and providing regular account reviews. Eldred Rock does not have any disciplinary information to disclose and does not receive compensation for the sale of securities or other investment products. Clients' assets are held by qualified custodians, and the firm maintains strict privacy and security measures to protect clients' personal information.