Sunriver Management

Overview

Sunriver Management is a fundamental equity investment firm that invests for the long term. Founded in 2014 and headquartered in Greenwich, Connecticut, the firm manages assets for institutional investors and high-net-worth individuals, focusing on long-term value creation through diversified public equity investments. Sunriver's investment strategy seeks to achieve significant wealth creation over time through a strict adherence to a well-conceived and repeatable investment process developed over the Portfolio Manager’s multi-decade career. The firm takes a long-term approach to investing, aiming to capitalize on the inefficiencies and dislocations created by the short-term focus of many other market participants today. Sunriver stresses independent and creative idea generation, with a focus on equities with market caps under $25 billion. The firm's approach is built on three core tenets: focusing on less well-trafficked stocks with market caps under $25 billion, playing offense when others are playing defense, and thinking long-term when others can’t or won’t. Sunriver aims to maximize long-term returns, not minimize short-term volatility, by partnering with investors that share its long-term investment outlook. As of March 28, 2025, Sunriver Management LLC reported assets under management (AUM) of approximately $1.23 billion, with an average account size of about $175 million. The firm manages seven private funds and has 11 employees, with six in investment advisory functions. Sunriver's portfolio includes 22 holdings, with a total value of $638 million as of December 31, 2023. The firm's investment activities are registered with the SEC, and it operates under the legal name Sunriver Management LLC.

Investment Focus

• Long-term investment horizon
• Focus on equities with market caps under $25 billion
• Independent and creative idea generation

Portfolio Companies