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 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. On occasion, we may employ activist investing strategies, which may involve more active participation in the affairs of a portfolio company than that generally assumed by an investor.
We are absolute-return oriented, investing long or short and across asset classes. We seek to deliver superior long-term risk-adjusted returns to each client. We also offer a specialized long-only equity strategy through our Rational Investors division, d/b/a Rational Investors.