South Street Advisors, LLC

South Street Advisors provides discretionary investment management primarily to high‑net‑worth individuals and institutional clients, including U.S. non‑profit endowments and private foundations, and generally requires a minimum account size of $1,000,000. Its services are limited to portfolio management across U.S. equity and fixed‑income mandates, including MSCI equity portfolios and U.S. balanced portfolios with international equity exposure, typically managed as separate accounts.

The firm follows a systematic asset‑allocation process driven by monthly forecasts of expected returns prepared by a principal, using forward earnings metrics for equities and Treasury‑based forecasts for bonds, and it screens a database of roughly 10,000 U.S. and foreign companies to identify a small number of securities for in‑depth fundamental analysis. For fixed income, duration positioning over a six‑month horizon and rotation among government, corporate, and mortgage‑backed sectors are central to implementation, and exchange‑traded funds are used selectively for commodities, emerging markets, or specific benchmark mandates.

Compared with peers, South Street is notable for effectively excluding smaller individual (non‑HNW) clients through its $1 million minimum and for not offering comprehensive financial planning, focusing exclusively on asset management and discretionary separate accounts. The firm also emphasizes international exposure—managing MSCI mandates and screening foreign issuers—and relies on soft‑dollar research arrangements and a third‑party proxy‑voting service, operational choices that may distinguish it from similarly sized advisory teams.