Champlain Investment Partners

Overview

An independent, employee-owned asset management firm headquartered in Burlington, Vermont, Champlain Investment Partners specializes in U.S. equity strategies, focusing on small and mid-cap investments. The firm is committed to delivering exceptional investment results and developing enduring client relationships through a disciplined investment process that emphasizes absolute returns and risk management. As of September 30, 2025, Champlain managed approximately $13.81 billion in assets. Champlain offers investment strategies including small cap core, mid cap core, and strategic focus. The firm's investment approach centers on identifying companies with sustainable competitive advantages, durable business models, sound balance sheets, and capable management teams. By investing in such companies, Champlain aims to provide attractive returns with less risk than the overall market. The firm actively seeks to minimize business and valuation risks through well-defined and consistent investment processes. Founded in 2004, Champlain has cultivated long-standing relationships with a diverse group of investors, including health care and religious organizations, endowments and foundations, Taft-Hartley plans, family offices, colleges and universities, and corporate and public pension plans. The firm's culture is based on four core values: Clients First, Excellence, Integrity, and Teamwork. Recognizing that clients are the top priority, Champlain aligns its interests with theirs through co-investment in its strategies and by being independent and employee-owned. The firm fosters an environment of continuous improvement and encourages collaboration within and across business units to maintain situational awareness beyond primary functions. Champlain is committed to sustainability and diversity, equity, and inclusion. In 2019, the firm established a Sustainability Committee to develop and promote policies and programs consistent with its goal to be a responsible corporate role model and community leader. The firm also offers a Summer Fellows program annually to build networks of local high school students through professional and financial education, particularly for those who identify with groups historically underrepresented in the asset management industry. This program provides an interactive education on professionalism, personal finance, and asset management, led by Champlain employees or community business partners.