Shapiro Capital Management LLC

Overview

Established in 1990, Shapiro Capital Management LLC is an independent, SEC-registered investment adviser based in Atlanta, Georgia. The firm specializes in providing investment advisory services to retail investors, managing assets through a research-intensive, value-oriented approach. As of March 31, 2023, Shapiro Capital managed $4.00 billion in assets under management (AUM). The firm's investment strategy focuses on identifying companies with strong economic characteristics and significant barriers to entry, often targeting those that are less efficiently priced in the market. Shapiro Capital employs a disciplined, value-driven investment philosophy, emphasizing deep fundamental research and patient investment approaches. The firm offers discretionary investment advisory services to individuals, institutions, and pensions, tailoring strategies to each client's financial goals. Shapiro Capital's team comprises professionals with over 125 years of collective investment experience. The firm's leadership includes Co-Founder and Chief Investment Officer Michael A. McCarthy, President and Chief Financial Officer Louis S. Shapiro, and Director of Research Harry B. Shapiro. Their combined expertise underscores the firm's commitment to delivering above-market returns with below-market risk, grounded in deep fundamental research and a patient, value-driven investment philosophy.

Investment Focus

• Minimum account size of $500,000, which may be waived based on individual circumstances.