Sophis Investments LLC is a Registered Investment Adviser based in Connecticut, providing discretionary and non-discretionary investment advisory services to clients through separately managed accounts.
We are a research-intensive, fundamental value investor in the public markets. We offer concentrated investment strategies that focus primarily on investing in a limited number of generally undervalued and special situation opportunities. We manage customized, long/short multiple asset class portfolios as our core strategy. We also offer a specialized, long-only equity strategy through our Rational Investors division.