Patrumin Investors, LLC

Patrumin Investors provides discretionary investment management through four proprietary long-only U.S. equity strategies delivered in separately managed accounts. It serves individual clients as well as a range of institutional clients — including trusts, foundations, endowments, corporations — and, unusually for firms in this category, also provides services to other registered investment advisers.

The firm employs a bottom-up fundamental research process focused on free cash flow analysis and proprietary valuation targets, constructing relatively concentrated portfolios (typically 30–60 holdings, with the dividends strategy holding about 25) and generally capping single-company exposure near 8%. Investment horizons are typically 18–24 months or longer, with low turnover, and the strategies may include limited ETF or fixed-income allocations for tactical diversification.

Notable distinctions include its institutional client work and arrangements with other investment advisers, features that are statistically uncommon among its peers, and its emphasis on primary research such as on-site company visits and industry engagement. The firm’s leadership has extensive prior institutional portfolio management experience and maintains formal quarterly reviews and client communications tied to its model portfolios.