Historic Performance of CEA
Sandhill CEA vs S&P 500 Index 2004 - 2018
Measuring Results
$
1.15
Billion
As of June 30th, 2018, our total assets under management are $1.15 Billion
3
Products
We offer 3 proprietarily managed investment products
14
Years
14 years of firm GIPS® compliance – an industry reporting gold standard
35
States
We serve clients in 35 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 $1.1 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
- Callan
- Mercer
3/31/2004
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6/30/2018
*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.
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40 Fountain Plaza, Suite 1300
Buffalo, NY 14202
