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
Annandale Capital Form ADV Part 3 – Customer Relationship Summary
Download Form ADV Part 3 – Customer Relationship Summary
Q1 2020 – Annandale Capital Quarterly Commentary
The start of 2020 was marked by one of the sharpest market corrections in history. From their peak (2/19/20), global equity markets fell 33.9% in
Q4 2019 – Annandale Capital Quarterly Commentary
What a year it has been. In 2019, global bonds returned 6.8%. Bonds of the riskier variety, like high-yield corporates (credit risk) and long-dated zero-coupon