TOP

How We Invest

and Who We Serve 

U.S. EQUITY INVESTMENT STRATEGIES
Small Cap Equity
A concentrated, long-only equity portfolio composed of approximately 20 exceptional businesses with a market capitalization in line with the small cap universe.
All Cap Equity
A concentrated, long-only equity portfolio composed of approximately 20 exceptional businesses with a market capitalization of $500M and above.
INSTITUTIONAL
Port Capital provides equity management for single and multi-family offices, endowments, foundations, and pension funds that align with our investment strategies. Our investment goal is to compound capital at high rates of return over time while managing downside risk and opportunistically taking advantage of dislocations in the market. Our strategies emphasize a long-term investment horizon and low turnover as our focus is on quality over quantity.
HIGH-NET-WORTH
Port Capital uses our Small Cap and All Cap strategies to achieve superior returns over the long run for our high-net-worth individuals and families. Our experienced team advises our clients on the best ways to protect, preserve, and grow wealth through our investment strategies.