Mt. Philo View; Lake Champlain, Charlotte, VT


Deliver Exceptional Investment Results and Develop Enduring Client Relationships


In all strategies, we seek to make money and manage risk for our clients through a disciplined execution of our investment process.

We believe that investing in companies with sustainable competitive advantages, durable business models, sound balance sheets, capable and sincere management, and that are trading at valuations that each team deems reasonable, can, over time, provide attractive returns with less risk than the overall market. In all of our strategies we actively attempt to minimize business and valuation risk through our well-defined and consistent investment processes. Our investment processes are focused on absolute returns and minimizing potential losses, which we believe is critical to wealth creation.

We offer the following strategies: small cap core, mid cap core, and strategic focus.

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Our Team

Our partners bring a wealth of experience, averaging over 24 years in asset management. In addition to our partners, our associates bring a variety of experience and skills to Champlain.

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Firm Disclosures

See below for links to important form disclosures.

Form ADV Part 2A Form ADV Part 3 Privacy Policy