Historic Performance of CEA
Sandhill CEA vs Russell 3000 TR Index 2004 - 2021
Measuring Results
$
2.1
Billion
As of September 30, 2021, our total assets under management are over $2.1 Billion
4
Products
We offer 4 proprietarily managed investment products
16
Years
16 years of firm GIPS® compliance – an industry reporting gold standard
43
States
We serve clients in 43 states across America
Built on driving results and putting clients first
In 2004, Sandhill began as a small group of passionate research professionals who were inspired by their desire to create something better. Our founders believed that if they could provide a suite of products that outperformed their benchmarks and created genuine value for our clients, something special would grow.
Through tireless effort, devotion to excellence, and deep commitment to our clients, that same small team of researchers has grown into a world-class firm managing over $2.1 billion in client assets for individuals, families, corporations, and foundations.
Our primary goal is to produce a superior risk adjusted return on our clients’ capital.
Private Clients
Everything starts with you. Our client service team works diligently to make sure that we understand your needs, implement a plan tailored to your specific goals, and follow through by exceeding your expectations. We care about your priorities and stay in touch – sometimes that means monthly conference calls, while for others, we meet quarterly. No matter what your investment objectives, we will work together to design a portfolio for you. Whether you have unique tax factors, low basis securities, ethical requirements, or income needs, we have a solution.
Success to us is when we can align your needs with our investment process to generate real value for you. We mean it when we say your success is our success.
Institutional Services
From unique investment objectives to the responsibilities that come with being a fiduciary, Sandhill understands the needs of sophisticated investors. We offer a selection of value-added investment strategies that are suitable for a variety of institutional clients.
Our products are offered within a Separately Managed Account format, and our clients have the freedom to choose their own custodian. Sandhill currently reports our product performance to the following institutional databases:
- Morningstar
- PSN/InformaIS
- eVestment
- Mercer
3/31/2004
12/31/2004
12/31/2005
12/31/2006
12/31/2007
12/31/2008
12/31/2009
12/31/2010
12/31/2011
12/31/2012
12/31/2013
12/31/2014
12/31/2015
12/31/2016
12/31/2017
12/31/2018
12/31/2019
3/31/2020
9/30/2020
12/31/2020
3/31/2021
6/30/2021
*The inception date of Concentrated Equity Alpha (CEA) is 3/1/2004. For informational purposes only. Individual results may vary. Results are representative of our Concentrated Equity Alpha (CEA) portfolio only. Investment may not be suitable for all investors. Please speak with an advisor for an asset allocation tailored to your individual needs. Past performance may not be indicative of future results. Performance may be materially affected by market and economic conditions. Investment strategy has the potential for profit or loss. All Sandhill performance is presented net of fees. Dividends and capital gains are not immediately reinvested. The Russell 3000 TR Index is a market cap-weighted index of 3000 of the largest US common stocks which represents 98% of the US equity market. The Russell 3000 TR Index performance includes the reinvestment of dividends, interest and capital gains; but not the deduction of management fees. Index is unmanaged and is not available for direct investment. Withdrawals and other financial interventions are not taken into account within this tool. For a full GIPS compliant presentation, please click here.
“When we identify and purchase a great business at an attractive price, time is our ally.”
Start A Conversation
40 Fountain Plaza, Suite 1300
Buffalo, NY 14202
