Seizert Capital Partners LLC

Seizert Capital Partners LLC

Seizert Capital Partners LLC

Overview
Date Founded

2000

Headquarters

185 Oakland Avenue,Suite 100,Birmingham, MI 48009-3433

Type of Company

Private

Employees (Worldwide)

16

Industries

Holding Companies
Investment Services & Portfolio Management

Company Description

Seizert Capital Partners (SCP) offers the following strategies: Core Equity, Large-Cap Value, and Concentrated Equity; Mid-Cap Equity; Small-Cap Value and Small-Mid Cap Equity; and Micro-Cap Equity. The firm employs a proprietary, disciplined investment process that relies on systematic and fundamental analysis to identify what they believe are the most attractive opportunities. They use this information to create portfolios that provide strong up/down capture and long-term capital appreciation. The firm's process seeks to find companies with low market expectations. SCP looks for companies with a large gap between market perception and business reality, in particular companies that are out-of-favor in the near-term, yet have high quality management teams and solid balance sheets. SCP also targets companies undergoing special situations, corporate action and/or complex companies with unique assets.The firm's Core Equity strategy is a dynamic allocation of large value, large growth, mid value, mid cap growth, small cap value and small cap growth driven by SCP's bottom-up selection process. Companies with market-cap over $1 billion are combined into a diversified portfolio of 30-55 holdings. The benchmark is the S&P 500 Index.SCP's Mid Cap Equity strategy focuses on companies with market-cap with in the range of the Russell Mid Cap Index. Portfolios are relatively concentrated with 20-30 holdings.The Small Cap Value strategy focuses on companies with market-cap within the range of the Russell 2000 Value Index. Portfolios are diversified, relatively concentrated, with 40-80 holdings.SCP's Concentrated Equity strategy represents their \"best\" ideas and focuses on companies with market-cap over $1 billion. These companies are combined to provide a relatively concentrated portfolio of 20-30 holdings. The benchmark is the Russell 1000 Index.The Micro Cap Equity strategy focuses on companies with market-cap within the range of the Russell Microcap Index. These companies are combined to provide a portfolio of 40-80 holdings.SCP's Small/Mid Cap (SMID) strategy (Small Cap Value and Mid Cap Equity) invests approximately 40% in small cap holdings and 60% in mid cap. SCP seeks to invest in stocks that exhibit high quality, financial strength, and low valuation characteristics relative to the benchmark. This strategy has a weighted average market-cap of approximately $5 billion. The benchmark is the Russell 2500 Value Index.The Small-Cap Core strategy focuses on stocks with $200 million-$2.5 billion in market-cap and which SCP believes are significantly undervalued. The portfolio is broadly diversified and contains approximately 50-70 holdings, driven by SCP's bottom-up, quantitative selection process. The benchmark is the Russell 2000 Index.

Contact Data
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Executives & Employees

Co-Founder

Co-Founder

Managing Partner & Portfolio Manager

Chief Operating Officer

Chief Compliance Officer

Partner & Portfolio Manager

Director, Client Relations

Director, Client Relations

Director, Client Relations

Portfolio Manager

Board of Directors

Chief Executive Officer & Chief Investment Officer at Aurora Trust

Chief Operating Officer, North America at Pacific Current Group Ltd.

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Recent Transactions
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Northern Lights Ventures LLC purchases Seizert Capital Partners LLC

Clients

The Ohio Public Retirement System (OPERS) places contributed funds in income-producing investments that meet the requirements of Ohio law. Investment decisions are made by the Retirement Board on the recommendation of the system's professional staff and outside investment advisors. Investment activities are monitored by the Investment Committee. OPERS evaluates proposals requiring Board action and makes recommendations for consideration by the Board. Through its activities, OPERS represents the interests of the Board in all investment-related matters. OPERS's investment approach combines fundamental research with a top-down overlay process. They take a contrarian approach that seeks to identify US stocks with negative Wall Street perceptions, low price-to-book values and catalysts that will lead to increases in earnings growth and prices.

Non-Profit Donations & Grants
Investors
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Aurora Trust seeks investment opportunities in asset management firms located in the US, UK, Australia, Singapore and India. They provides financing for buyout transactions.

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Northern Lights Ventures invests exclusively in new and emerging money management firms, specifically those that manage funds on behalf of large institutional investors like pension funds and university endowments. They help small money management teams spin out of larger companies or invest in groups of money managers that have recently started their own firm. Northern Lights Ventures provides venture capital for lift-outs, recapitalizations and growth financings.

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Northern Lights Capital Group focuses on minority investments in asset management firms. The firm employs a combination of quantitative and qualitative analysis to identify boutiqueasset managers that are capable of delivering sustained investment excellence. Their investment selection process is referred to as a 'Theory Directed Approach.' The process is designed to identify the best managers throughout the world and is based on an examination of fundamentally qualitative drivers of success that are predictive of future performance. Northern Lights' investment approach quantifies qualitative data across thousands of asset managers on over 60 factors including: work ethic, perspective, experience and character.