Concentrated • Long-Only • Absolute Returns
Appalaches Capital, LLC is an investment adviser registered in the state of Kentucky employing a long-only strategy in public equities and related securities. Founded in 2023, the firm seeks absolute returns by taking a value-oriented approach, using fundamental and quantitative analysis in areas of the market that may be subject to structural inefficiencies.
Foundationally Unique
Our firm has been intentionally designed from the ground-up to invest outside of the traditional conventions of Wall Street. We pursue superior risk-adjusted returns that come from independent thought and intentional action. We provide our services to institutions, trusts, high net worth individuals, and individual investors.
Our Investment Philosophy
We aim to generate superior investment returns by recognizing the agency costs of others while minimizing our own.
Benchmark Agnostic
We focus on crafting a portfolio of our best ideas. Our portfolio and performance will likely have few comparable indices.
Willingness to Hold Cash
We are selective in the risks we take, and maintain a valuation discipline. We invest cash opportunistically rather than compulsorily.
Long-Term
Many investors focus on the coming quarter or year. We approach our investments with a rolling three to five year view.
Agency Costs Drive Opportunity
We look to identify the constraints and behaviors of other investors that lead to attractive investment opportunities.
Contact Us
Learn how our solutions can fit into your portfolio.
