Foundation Resource Management
Investment Details
Investor Type
Institutional Investor
Asset Class Focus
Fixed Income (Debt and Bonds), Equity
Stage Focus
Growth, Late Stage, Buyout
Geographical Focus
United States
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Real Estate
- Telecommunications
- Utilities
- Media
- Insurance
- Retail
- Education
- Transportation
- Manufacturing
- Nonprofit
Investment Size:
1,000,000 to 50,000,000 USD
Investor Details Founded: 1992
Foundation Resource Management (FRM) is an employee-owned investment management firm based in Little Rock, Arkansas, specializing in managing portfolios for institutional and family clients. Founded in 1992 by Greg Hartz, the firm focuses exclusively on managing value-oriented portfolios of publicly traded stocks and bonds. FRM's client base includes insurance companies, charitable foundations, hospitals, retirement plans, and families. The firm's investment approach is grounded in a fundamentals-based value investing discipline, aiming to deliver long-term performance while protecting against permanent loss of capital. FRM is committed to honesty, integrity, and transparency in all client relationships. As of 2020, the firm managed over $1.2 billion in assets across 421 accounts. The team comprises professionals with credentials such as Chartered Financial Analysts (CFAs) and Certified Public Accountants (CPAs), ensuring a disciplined and experienced approach to investment management. FRM's investment philosophy emphasizes purchasing businesses for less than their intrinsic value, focusing on downside protection and minimizing capital loss. The firm adheres to the CFA Institute's Asset Manager Code of Professional Conduct™, reflecting its commitment to ethical and professional standards in asset management.
Requirements
- Accredited investors only
- Long-term investment horizon
Contact
[Official Website Hidden]
[HQ Location Hidden]
[Contact Number Hidden]
Mentioned In
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$14.95
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$24.95
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