Institutional Equity Strategies

Ancora Institutional Equity Strategies focus on small company domestic stock investing. Whether it is our Small-Mid ("SMID") Cap Strategy or our Micro Cap Strategy, Ancora's institutional strategies offer investors several unique opportunities in the smaller company investment manager space: 

  • Exclusively focused smaller company portfolio managers and analysts
  • Established performance track records
  • Available capacity within the strategy

Our Size Advantage and What it Means to You

At our heart we are investment people. As a result we spend most of our time and resources on investment performance. The opportunity this creates is a smaller, more nimble asset base for us to manage. And as many consultants, Registered Investment Advisers and institutional investors know, managers frequently achieve their strongest numbers when their asset base is small which makes this an excellent time to discover Ancora's smaller company equity strategies.

"Anyone who says that size does not hurt investment performance is selling. The highest rates of return I've ever achieved were in the 1950s...It's a huge structural advantage not to have a lot of money (to invest)."

-Warren Buffett, February 2011

So we invite you to get to know our institutional small company equity strategies better and look forward to developing a mutually beneficial long term relationship. Our passion for small company stocks will win you over, our results will make you glad you selected us.

For More Information:

Investment Consultant Contact: Bob Murray, Director, Institutional Sales,, 216-825-4000

Registered Investment Advisor Contact: Dan Hyland, Managing Director, Marketing & Client Services,, 216-825-4000

Institutional Investor Contact: Fred DiSanto, Chief Executive Officer,, 216-825-4000