Sophis Investments LLC is a registered investment adviser providing discretionary and non-discretionary investment advisory services.
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, as well as portfolios tailored to client needs.
Our institutional offerings specialize in activist investing strategies, which may involve more active participation in the affairs of a portfolio company than that typically assumed by an investor.