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.
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 2023 – Annandale Capital Quarterly Commentary
The first quarter of 2023 was a reverse of last year with stocks and bonds starting the year with strong performance. In the macroeconomic environment,
Q4 2022 – Annandale Capital Quarterly Commentary
We are excited that 2022 is behind us. On a relative basis, Annandale performed quite well. Our stock and bond investments outperformed the broader markets,
Q3 2022 – Annandale Capital Quarterly Commentary
The subject of this commentary is like the last, but the market backdrop is worse. Since our last letter, global equities have fallen an additional