SOPHIS INVESTMENTS
Sophis Investments LLC is a registered investment adviser providing discretionary and non-discretionary investment advisory services to clients. We are a research-intensive, fundamental value investor in the public markets. We offer concentrated investment strategies that focus primarily on investing in a limited number of generally undervalued and special situation opportunities. We manage discretionary and customized, long/short multiple asset class portfolios, as well as our “Core Strategy”, a specialized long-only equity strategy we offer under our trade name Rational Investors.
SOPHIS INVESTMENTS
Status:
Active
Contact:
203-307-0288
Email Addresses:
[email protected]
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Sophis Investments LLC is a registered investment adviser providing discretionary and non-discretionary investment advisory services to clients. We are a research-intensive, …See details»
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Feb 18, 2025 Sophis Investments, registered in 2019, serves 4 state (s) with a licensed staff of 5 advisors. Sophis Investments manages $137.6 million and provides investment advisory …See details»
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Sophis Investments LLC is a research-intensive, value-driven investor in the public markets. We offer concentrated investment strategies that focus primarily on investing in a limited number of ...See details»
Management | SOPHIS INVESTMENTS LLC
George V. Merrill, JD, MBA is Managing Director and Senior Portfolio Manager at Sophis Investments LLC. Mr. Merrill has over 40 years portfolio management experience, including at: …See details»
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Sophis Investments LLC is an Investment Management, Finance General, and Finance company_reader located in New York, New York with $21.5 million in revenue and 4 …See details»
Investing | SOPHIS INVESTMENTS LLC
We generally invest in a limited number of long equity positions seeking to achieve long-term superior returns over a market cycle while minimizing the risk of permanent loss of capital. We …See details»
Sophis Investments LLC in New York, NY - U.S. News
Sophis Investments LLC is a national financial advisory firm headquartered in New York, NY. The firm has $138.1 million under management and employs 5.The firm caters to 95 clients of …See details»
Sophis - LinkedIn
About Sophis Founded in 1985, Sophis is a leading provider of cross-asset portfolio and risk management solutions for capital markets, investment managers, corporate and insurance companies.See details»
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Our Investment Philosophy is as follows: A share of stock is a fractional ownership interest in a business. Productive assets, such as businesses and real estate, have historically been the …See details»