Sophis Investments LLC
Overview
Sophis Investments LLC is a registered investment adviser providing discretionary and non-discretionary investment advisory services. The firm specializes in research-intensive, fundamental value investing in the public markets, offering concentrated investment strategies that focus primarily on a limited number of generally undervalued and special situation opportunities. Their institutional offerings emphasize activist, value-added investing strategies, which may involve active participation in the affairs of a portfolio company to enhance shareholder value. The firm's investment philosophy centers on viewing a share of stock as a fractional ownership interest in a business, seeking investments where the market price significantly deviates from the intrinsic value of the underlying business. They define risk as the possibility of permanent loss of capital, not by the degree of price fluctuations, and believe that over the long term, a company's share price will reflect its underlying business performance.
Investment Focus
- Investment horizon of at least three years, ideally more than five years
Reach Sophis Investments LLC directly
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Unlock full contacts →Frequently asked questions about Sophis Investments LLC
What sectors does Sophis Investments LLC invest in?
Sophis Investments LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in New York, United States. Sophis Investments LLC is listed as a private investment firm in the ConnectSafely investor database.
What stage does Sophis Investments LLC invest at?
Sophis Investments LLC backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 5M - 50M.
Which regions does Sophis Investments LLC invest in?
Sophis Investments LLC invests across United States.
Who are the partners at Sophis Investments LLC?
Team members listed for Sophis Investments LLC include Edward O'Brien (Chairman) and George V. Merrill (Managing Director & Portfolio Manager).
How do I contact Sophis Investments LLC?
Sophis Investments LLC's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
