Foundation Resource Management
Overview
Foundation Resource Management (FRM) is an employee-owned investment management firm based in Little Rock, Arkansas, specializing in managing portfolios for institutional and family clients. Founded in 1992 by Greg Hartz, the firm focuses exclusively on managing value-oriented portfolios of publicly traded stocks and bonds. FRM's client base includes insurance companies, charitable foundations, hospitals, retirement plans, and families. The firm's investment approach is grounded in a fundamentals-based value investing discipline, aiming to deliver long-term performance while protecting against permanent loss of capital. FRM is committed to honesty, integrity, and transparency in all client relationships. As of 2020, the firm managed over $1.2 billion in assets across 421 accounts. The team comprises professionals with credentials such as Chartered Financial Analysts (CFAs) and Certified Public Accountants (CPAs), ensuring a disciplined and experienced approach to investment management. FRM's investment philosophy emphasizes purchasing businesses for less than their intrinsic value, focusing on downside protection and minimizing capital loss. The firm adheres to the CFA Institute's Asset Manager Code of Professional Conduct™, reflecting its commitment to ethical and professional standards in asset management.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Reach Foundation Resource Management directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Foundation Resource Management
What sectors does Foundation Resource Management invest in?
Foundation Resource Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Little Rock, Arkansas, United States. Foundation Resource Management is listed as a institutional investor in the ConnectSafely investor database.
What stage does Foundation Resource Management invest at?
Foundation Resource Management backs companies at Growth, Late Stage and Buyout, writing cheques of 1M - 50M.
Which regions does Foundation Resource Management invest in?
Foundation Resource Management invests across United States.
How do I contact Foundation Resource Management?
Foundation Resource Management's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of the team.
Last updated · Source: ConnectSafely investor database
