Aegis Financial Corporation

Private Investment Firm Virginia, United States ·Founded 1994

Overview

Aegis Financial Corporation is a privately held investment firm based in McLean, Virginia, specializing in deep-value investing. The firm focuses on small-cap equities and fixed-income securities, employing a contrarian, company-focused approach to identify undervalued assets. Aegis Financial Corporation serves as the investment advisor to the Aegis Value Fund, which has been operational since 1998 and adheres to a deep-value philosophy, concentrating on securities trading at significant discounts to their intrinsic value. The firm's investment strategy involves thorough research and a disciplined approach to capital allocation, aiming to deliver long-term capital appreciation for its clients. Aegis Financial Corporation is internally owned and prioritizes long-term investment growth over short-term asset accumulation, with the investment team strongly committed to the deep-value strategy, reflecting their significant co-investment in the fund. The firm's portfolio manager, Scott Barbee, has built a continuous 27-year track record of deep-value investing, successfully navigating the strategy through various market conditions since its inception. Aegis Financial Corporation's investment process focuses on firms trading in the bottom quintile based on price-to-book valuation, evaluating investment candidates with transparent accounting, strong balance sheets, and high current cash-flow yields. The firm emphasizes a bottom-up analysis of businesses, assessing management capabilities, industry dynamics, and financial health to identify investment opportunities that align with its deep-value philosophy. Aegis Financial Corporation's commitment to a disciplined investment approach and its experienced team contribute to its reputation in the investment community, aiming to provide clients with superior and consistent returns over the long term.

Investment Focus

  • Accredited Investor Status

Get the full list of 54,000+ investors

Aegis Financial Corporation and every other firm and angel in the database — as one spreadsheet you keep.

$19one-time payment · no subscription
  • All 54,000+ investors — VC firms, private equity, family offices and angels
  • The key person to contact at each one, with their job title
  • Their work email address
  • Their phone number
  • Their LinkedIn profile
  • Delivered as a single .xlsx file — download it as many times as you like
Get the full list — $19 → One payment. No seats, no credits, no expiry. Already bought it? Sign in to download it again — no second payment.

Every profile on this site is one row of the file, with the contact details masked — browse a few before you buy.

Frequently asked questions about Aegis Financial Corporation

What sectors does Aegis Financial Corporation invest in?

Aegis Financial Corporation invests in Financial Services, Healthcare, Energy, Industrials, Real Estate and Materials, and is based in Virginia, United States. Aegis Financial Corporation is listed as a private investment firm in the ConnectSafely investor database.

What stage does Aegis Financial Corporation invest at?

Aegis Financial Corporation backs companies at Growth and Late Stage.

Which regions does Aegis Financial Corporation invest in?

Aegis Financial Corporation invests across United States.

Last updated · Source: ConnectSafely investor database