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First Eagle InvestmentsAsset ManagementUnited States

71% match

First Eagle Investments is an independent, privately owned asset management firm headquartered in New York City. The organization offers investment strategies, mutual funds, and portfolio management services to global clients.

Alta CapitalAsset ManagementUnited States

67% match

Alta Capital Management is an investment management firm that provides long-term, concentrated equity portfolios focused on growth stocks, large-cap strategies, all-cap strategies, and quality dividend growth. Utilizing proprietary research, the firm serves institutional and individual clients by identifying businesses with sustainable revenue and high free cash flow.

T. Rowe Price Group, Inc.TROW · Asset ManagementBaltimore, United States

66% matchPublic

T. Rowe Price Group, Inc. operates as a publicly traded entity specializing in investment management. The firm extends its financial expertise to a diverse range of clients, including individual investors, institutional organizations, retirement benefit plans, and financial intermediaries. It is responsible for the establishment and ongoing management of both equity and fixed income mutual funds. The company's investment activities encompass public stock and bond markets worldwide. Employing a bottom-up methodology, the firm integrates both fundamental and quantitative analysis, leveraging insights from both internal research capabilities and external sources for its investment decisions. A core tenet of its investment philosophy is socially responsible investing, with a significant emphasis on environmental, social, and governance (ESG) factors. Furthermore, T. Rowe Price engages in late-stage venture capital transactions, typically committing between $3 million and $5 million per investment. Historically, the firm was known as T. Rowe Group, Inc. and T. Rowe Price Associates, Inc. Established in 1937, its global headquarters are situated in Baltimore, Maryland. The firm maintains a substantial international presence, with additional offices in Colorado Springs, Colorado; Owings Mills, Maryland; San Francisco, California; New York, New York; Philadelphia, Pennsylvania; Tampa, Florida; Toronto, Ontario; Hellerup, Denmark; Amsterdam, The Netherlands; Luxembourg, Grand Duchy of Luxembourg; Zurich, Switzerland; Dubai, United Arab Emirates; London, United Kingdom; Sydney, New South Wales; Hong Kong; Tokyo, Japan; Singapore; Frankfurt, Germany; Madrid, Spain; Milan, Italy; Stockholm, Sweden; Melbourne, Australia; and Amsterdam, Netherlands.

U.S. Global Investors, Inc. functions as a publicly traded asset management firm, primarily offering its expertise to investment companies and various pooled investment vehicles. This company provides comprehensive management for a range of financial products, including equity and fixed-income mutual funds, hedge funds, and exchange-traded funds (ETFs). The firm strategically allocates capital across public equity and fixed-income markets worldwide. For its stock investments, the approach emphasizes Growth At a Reasonable Price (GARP) and value-oriented equities. To inform these investment decisions, U.S. Global Investors employs a rigorous methodology, integrating fundamental and quantitative analysis with both top-down and bottom-up stock selection techniques. Established in 1968, the company maintains its headquarters in San Antonio, Texas.

3 Third AvenueAsset ManagementUnited States

65% matchPrivate

Third Avenue Management is an asset management firm that provides value-oriented investment solutions, including mutual funds and strategies focused on global equities, small-cap stocks, and real estate. The company serves institutional and individual investors by employing a fundamental, bottom-up approach to deep-value and distressed investing.

MFS Investment ManagementAsset ManagementUnited States

65% match

MFS Investment Management is a global investment management firm and the originator of the mutual fund, founded in 1924. It manages equity and fixed-income portfolios and serves individual investors, financial intermediaries, and institutional clients through mutual funds and other investment products.