About Us
At Sankota, the pursuit of investment outperformance doesn't have to mean compromising on values.
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55+ years of combined experience in fundamental equity analysis and portfolio management
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Principled, research-intensive approach, using a lens of quality and sustainability​
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Concentrated, "best ideas" portfolio of small and mid-cap equities
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​Committed to giving back to the community
Our Investment Strategy
Sankota seeks to capitalize on inefficiency.
We specialize in U.S.-based small and mid-cap equities, focusing on underfollowed or misunderstood companies that are mispriced, yielding asymmetric risk/reward skews over a long-term investment horizon. Through fundamental analysis, we construct a concentrated portfolio of holdings characterized by quality business models, strong management teams and good or improving governance practices.
Our Investment Team
We have 55+ years of collective investment experience with expertise in small and mid-cap investing.
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Portfolio Manager & Founder
FRANCES TUITE, CFA
B.B.A., Univ. Of Cincinnati; M.B.A., Miami University (OH); CFA charterholder and passed CPA examination.
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35+ years of portfolio manager experience, including at Oak Family Advisors, Fairpointe Capital, RMB Capital, Talon Asset Management, and Sirius Partners. Analyst experience at Harris Associates, William Blair and Johnson Investment Counsel.
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Trustee on U.S. Rowing Foundation Board, Board Chair of Chicago Community Sculling, and Founder of River St. Joe and Flatwater Farms.
Portfolio Manager & Founder
CATRIONA DUNCAN, CFA
A.B., Harvard University; M.BA., University of Chicago (Howard J. Marks Scholar); CFA charterholder.​​​
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15+ years of senior analyst experience, including at William Blair Investment Management, Columbia Wanger Asset Management, Advisory Research, Cupps Capital Management, and Morgan Creek Capital Management.​​​
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Board Member for Chicago Philharmonic; Member of Executive Council of Cara Collective.
Our Values
We strive to fully and genuinely align our operations with our values.
Integrity:
We are committed to being good stewards of capital and community.
