Welcome to Everglades Resources, Inc.

 

Everglades Resources, Inc. (ERI)  is a registered investment advisory firm with a focus on value investing in misunderstood, overlooked,less followed or mis-priced micro & small-cap North America companies. The principals make investment decisions based on a diligent, fundamentally driven & intensive valuation based research process in order to profit from opportunities where there are specific catalysts or events that can unlock value.

ERI provides a unique combination of investment research and integrated portfolio services. We provide our clients, whether individual investors, family offices, foundations or institutions, with peace of mind and confidence in their long-term investment portfolios. We have solid conviction in our value-based investment philosophy and process, and in our ability to meet your investment goals.

Our History

 

ERI was founded in 1997 to provide investment research and back office support to institutional investors and hedge funds.  In 2002 our founder decided to register as an investment advisory firm to service a small group of clients while maintaining its focus on the hard work of finding, researching and understanding deep value based investment opportunities that others were missing.

Over time, ERI made the decision to keep all of its research in-house and to develop its own client base to invest in the Firm’s 100% internally generated ideas.  As a result, ERI has been providing individuals, wealthy families and institutions with investment management and consulting services aimed at growing and preserving wealth over multiple generations. Our services are focused on instilling confidence and trust with a value based strategy that will stand the test of time while providing superior long-term performance over many market and economic cycles.

Today, Everglades Resources, Inc. is focused on growing our HNW and Institutional client base by bringing our unique and successful long-term investment process to the investment community.  We invite you to come aboard and see for yourself how we can help you meet your long-term investment goals!

SMAs, Family Offices, Institutions

 

ERI’s value-based investment philosophy & strategy goes beyond financial statements and works best for investors who value a firm and founder that eats its own cooking while putting client interests first.

Our founder risks most of his investable assets in all of the securities we select for our clients which, he says, keeps him squarely focused on each of our portfolio holdings.  We are more than gathering “Other People’s Money” and charging fees.  We are investing for ourselves along with you.

ERI’s management team has a long history of providing individual investors and private organizations with prudent investment management and forward thinking leadership. We are passionate about our work, our strategy and our clients. Whether your goal is to realize index beating returns over time or to simply beat a pension based hurdle rate, ERI would like to help you achieve your goals.

As a truly independent investment manager, we are happy to partner with our institutional clients and family offices to share their fiduciary role of building sound, prudent and long-term tax advantaged portfolios. At ERI, investing is not just a job, it’s a way of life.

Our own goal is to grow with you.  Feel free to give us a call so we can start growing together!

Years In Business

Number of Strategies

Total AUM (Mill)