Invest In You

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

Measuring Results
$ 1.52
Billion
As of September 30, 2019, our total assets under management are $1.52 Billion
3
Products
We offer 3 proprietarily managed investment products
15
Years
15 years of firm GIPS® compliance – an industry reporting gold standard
41
States
We serve clients in 41 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 $1.5 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 S&P 500 Index 2004 - 2019
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
3/31/2019

*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 TR Index historical performance does represent reinvestment interest, dividends/capital gains but not 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.

10/7/2019
October 2019 Update
The third quarter was not Sandhill’s finest.  For the first time in three and a half years, we did not execute at our desired level and performance suffered. We had problems with four of our companies – an unusually high number for us. That said, our equity performance for 2019 remains ahead of the S&P 500 Total Return Index and...
7/11/2019
July 2019 Update
Sandhill delivered superb results for the first half of 2019. For the first six months of 2019 (1/1/19-6/30/19), the Concentrated Equity Alpha (CEA) composite was up 26.8% net of fees vs. 18.5% for the S&P 500 Total Return Index. These results are a substantial win for our clients. We are now in the fourth consecutive year of outperforming the S&P...
4/3/2019
April 2019 Update
Sandhill had an exceptional first quarter. Our Concentrated Equity Alpha (CEA) composite gained 18.4% net of fees in the first quarter of 2019 vs. an increase of 13.1% for the S&P 500 Index for the same time period. Our Corporate Bond composite gained 3.91% net of fees in the first quarter of 2019 vs. an increase of 3.50% for the...

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

Start A Conversation
  • This field is for validation purposes and should be left unchanged.
Sandhill Investment Management