Safe Passage to Your Financial Future
Our Investment Philosophy
Good investment decisions are guided by strong foundational underpinnings and a process that ensures discipline. It is imperative to choose stewards who can articulate and consistently execute upon these beliefs.
As fiduciaries who invest capital alongside our clients, we pursue differentiated public and private investments.
Our Team
Annandale Capital leverages the varied backgrounds of its employees to provide a high level of service to our clients. Our team approach to investing and serving our clients is marked by the integrity, reliability, humility, thoughtfulness and transparency that is characteristic of each individual member. With an average employee tenure of over a decade (all of whom own equity in the firm), Annandale’s clients benefit from the consistency and cohesiveness that comes with an experienced team of shareholders that are passionate about investing.
Our Latest Commentary
Q1 2025 – Annandale Capital Quarterly Commentary
This was one of the harder commentaries we’ve written in recent memory. From the postwar era to the 1990s, the U.S. led the effort to build
Q4 2024 – Annandale Capital Quarterly Commentary
We’re worried – nervous, to say the least. U.S. equities, which account for roughly 67% of the global equity market and represent our largest exposure,
Q3 2024 – Annandale Capital Quarterly Commentary
There is an old saying: the market is not the economy, and the economy is not the market. It’s true – kind of. Financial markets