Drh Investments, Inc.

DRH Investments, Inc. provides discretionary investment management to individuals (including high‑net‑worth clients), business entities, retirement plans and non‑profit organizations, and also serves as a sub‑adviser to other registered investment advisers. Services are delivered through separately managed accounts and include portfolio management across common stocks, depositary receipts, fixed income, ETFs, mutual funds, options and cash equivalents.

The firm offers a concentrated “Focused Strategy” that typically holds a limited number of long equity positions (usually 10 or fewer) and routinely uses options to implement hedges and short positions; this strategy is largely unconstrained by geography, sector or market capitalization and is generally offered to appropriate clients rather than tailored to each individual. DRH may employ margin, leverage and other derivatives in client accounts, monitors portfolios at least quarterly, and provides periodic performance reporting with the ability to structure performance‑based compensation for qualified clients subject to high‑watermark treatment.

Noteworthy among peers of this size, DRH both acts as a sub‑adviser to other investment advisers and accepts performance‑based fee arrangements tied to account appreciation, while also using derivatives and borrowing within separately managed accounts—features that are less common in similar supported firms. The combination of a highly concentrated equity focus, regular use of options and leverage, and incentive fee arrangements creates specific governance and conflict‑management needs that DRH addresses through its code of ethics, trade allocation policies and client disclosures.