Measuring Results

1.04

As of December 31st, 2017, our total assets under management are $1.04 Billion

3

We offer 3 proprietarily managed investment products

13

13 years of firm GIPS® compliance – an industry reporting gold standard

35

We serve clients in 35 states across America

Built on driving results and putting clients first.

Sandhill is a firm committed to excellence and results for our clients. What started as a small team of research professionals in 2004 has grown to a firm delivering best-in-class results with over $1.04 billion in client assets.

Sandhill was built with the intention of producing results that outperform benchmarks and putting clients first.  Our extraordinary client base is comprised of individuals, families, corporations, and foundations.

Our Story

Built on driving results and putting clients first.

Our primary goal is to produce a
superior risk adjusted return on
our clients' capital.

Private Clients

Private Clients

Most of our clients are like you, who have worked hard and are looking for a trusted source to be responsible for your investments. Our relationship management team will leverage the strength of our investment products and work with you to create an achievable financial plan.

Together, we will design objectives for your portfolio and meet routinely to stay updated. Our portfolios can be tailored to manage unique tax factors, low basis securities, ethical requirements, income needs and/or growth preferences.

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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.

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Institutional Services

Our Results

*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 S&P 500 Index is a float-adjusted, market cap-weighted index of 500 of the largest US common stocks. S&P 500 Index historical performance does not represent reinvestment of dividends/capital gains or the deduction of management fees. Index is unmanaged and 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.

January 2018 Update

Our clients at Sandhill had a spectacular year. For the year of 2017 (1/1/17-12/31/17), the Concentrated Equity Alpha (CEA) product returned 32.9% net of fees vs. 19.4% for the S&P 500 Index. For the last two years (1/1/16-12/31/17), the Concentrated Equity Alpha (CEA) product returned 56.2% net of fees vs. 30.8% for the S&P 500 Index. The returns produced by our investment team are best in class nationally.

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October 2017 Update

For the first nine months of the year (1/1/17 – 9/30/17), Sandhill’s Concentrated Equity Alpha (CEA) product returned 20.6% net of fees vs. the S&P 500 Index’s return of 12.5%. Over the last year and three quarters (1/1/16 – 9/30/17), CEA has returned 41.7% net of fees vs. the S&P 500 Index’s return of 23.2%.

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July 2017 Update

Sandhill continues to execute and deliver superior investment results for our clients. In addition to continued strong performance, our turnover (the rate at which we buy and sell stocks) is very low – a key indicator to the health of our portfolios.

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When we identify and purchase a great business at an attractive price, time is our ally.

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