Speece Thorson Capital Group

Overview

Established in 1992, Speece Thorson Capital Group is a privately held investment management firm based in Minneapolis, Minnesota. The firm specializes in managing mid to small-cap value equity portfolios for institutions and high-net-worth families. It offers separate account management with a minimum investment of $5 million and commingled management through the Speece Thorson Capital Group Value Fund with a minimum investment of $1 million. The firm's investment strategy focuses on long-term, fundamental value investing, emphasizing well-managed companies that meet high standards for value investing. Speece Thorson Capital Group employs a bottom-up research process, incorporating Environmental, Social, and Governance (ESG) factors to identify investment opportunities. The firm operates with a fiduciary commitment, emphasizing long-term value investing and personalized client service. It is regulated by the U.S. Securities and Exchange Commission (SEC) and adheres to high ethical and professional standards, including compliance with the CFA Institute Asset Manager Code of Professional Conduct. The firm's assets under management (AUM) are approximately $522 million, with 13 high-net-worth clients and an average client asset size of $11 million. Speece Thorson Capital Group's portfolio includes investments in various industries, such as technology, healthcare, financial services, consumer goods, energy, utilities, materials, real estate, telecommunications, media, transportation, industrial goods, consumer services, basic materials, and retail. The firm's investment approach is characterized by a long-term investment horizon, independent research and portfolio management team, disciplined valuation methods, and a concentrated portfolio. It does not charge performance-based fees and discloses fees transparently, maintaining a fiduciary duty to act in clients' best interests.