Invest In You

Committed to our clients. Powered by research. Driven to perform.

*An Update from our Founder

Measuring Results
$ 1.83
Billion
As of September 30, 2020, our total assets under management are $1.83 Billion
3
Products
We offer 3 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 $1.8 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
Historic Performance of CEA
Sandhill CEA vs Russell 3000 TR Index 2004 - 2019
3/31/2004
12/31/2004
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12/31/2006
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12/31/2011
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12/31/2016
12/31/2017
12/31/2018
12/31/2019
3/31/2020

*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.

10/20/2020
October 2020 Update
Sandhill had a solid but not spectacular first nine months of the year. Our main mission was to get everyone through the initial shock and implications of the onset of COVID–19. In doing so, we quickly repositioned our equity portfolios for the COVID and post COVID era. In addition, and equally important, we have structured our equity portfolios to handle...
7/8/2020
July 2020 Update
As I stated in my March 25th letter: Quality wins. Every time. When you invest in the U.S. equity market, the market and the assets you hold will go up over time. The reason that you choose an “active manager” such as Sandhill is to responsibly outperform the market over long periods of time and add real value to your...
3/25/2020
Sandhill Update – March 25, 2020
Quality wins. Every time. We have had an extreme shock to our nation’s economy. The crisis should peak over the next month or two. We are in a bear market. The repercussions will be felt for the next two years. I have not seen this good an investment climate since the 2008-2009 financial crisis. We are resetting our view of...

“Market volatility can lead to short term mispricing of good businesses.”

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Sandhill Investment Management