Sophis Investments LLC is a registered investment adviser providing discretionary and non-discretionary investment advisory services.
We are a fundamental, bottom-up, research-driven 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 focus on activist, or value-added investing strategies, which may involve more active participation in the affairs of a portfolio company than that typically assumed by an investor.
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