About broyhill
Broyhill Asset Management is a boutique investment firm originally founded in 1980 as a family office guided by a strict value orientation. Founded in the foothills of North Carolina’s Blue Ridge Mountains, we operate outside the competition and invest with rationality, objectivity and a long-term perspective.
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Broyhill Asset Management LLC (“Broyhill”) is a North Carolina-based investment advisory firm. Broyhill is registered with the U.S. Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply any specific level of skill or training and does not constitute the Commission’s endorsement of the firm. Broyhill does business only in states in which it is properly registered or exempt from registration. A copy of Broyhill’s current written disclosure brochure filed with the SEC, which discusses Broyhill’s business practices, services and fees, is available on the SEC’s website: www.adviserinfo.sec.gov.
The information provided herein is unaudited, subject to change, and is provided for reference only. Performance is calculated using a time-weighted rate of return net of fees. Portfolio statistics are presented by exposure. Broyhill uses judgment in evaluating the exposures provided herein, whether relating to a specific strategy, asset class, sector, industry, geography or overall exposure. Exposure does not necessarily reflect the risk associated with the underlying position.
The investment return and principal value of investments will fluctuate. Therefore, an investor’s account will almost always have a different value when liquidated or redeemed than what is shown here. Current performance may be lower or higher than the returns quoted here.
Past performance is not indicative of future compensation. This information should not be used as a source of general investment guidance or any specific investment advice, and no implicit or express recommendation is made as to how the account should or will be handled, as appropriate investment strategies depend on specific investment criteria and objectives.
The information provided herein is subject to change without notice and should not be considered a solicitation to buy or sell any security. This document contains general information and is not suitable for everyone. The information contained in this article should not be construed as personalized investment advice.
There is no guarantee that the views and opinions expressed in this document will be realized. Investing in the stock market involves gains and losses and may not be suitable for all investors. No representation is made, express or implied, as to the accuracy or completeness of such statements, estimates or forecasts or any other information contained herein.
In no event does the information contained therein constitute a recommendation to purchase, hold, or sell any security, and it should not be assumed that trading or holding of the securities discussed has been or will prove profitable. There are risks associated with buying and selling securities and their options, including the risk that you may lose money.
Certain information contained herein constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expects,” “anticipates,” “projects,” ” “estimate,” “intend,” “continue,” or “believe” or the negative thereof or other variations or similar terms. As a result of various risks and uncertainties, actual events, results or actual performance may differ materially from those reflected or anticipated in such forward-looking statements. Nothing contained herein is intended to serve as a guarantee, promise, guarantee or representation as to the future.
Market value information (including, but not limited to, prices, exchange rates, accruals and bond ratings provided herein) is obtained from sources believed to be reliable by Broyhill and is for client use only. Market prices are obtained from standard market pricing services or, in the case of less liquid securities, from brokers and market makers. Broyhill makes no representation, warranty or guarantee, express or implied, that any quotation will necessarily reflect the proceeds that might be received on the sale of the securities. Changes in exchange rates may adversely affect the value of investments.
Indexes represent unmanaged, broad-based baskets of assets. They are often used as a proxy for overall market performance. Index returns generally assume dividends are reinvested and do not include the impact of management fees or expenses. You cannot invest directly in an index. This information and any other intellectual property rights related to the index may be used only for your internal use and may not be reproduced or redistributed in any form or used in the creation of any financial instrument or product or any index without the prior written permission of the index owner. This information is provided “as is” and the user of this information assumes the entire risk of its use. Neither the Index Owner nor any third party involved in or related to the calculation or compilation of the Materials makes any express or implied warranty, representation or guarantee regarding the Index Related Materials, and in no event will the Index Owner or any third party will not be liable for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) related to the use of this information.
Investments in certain private equity funds are restricted to “qualified purchasers” (as defined in the United States Investment Company Act of 1940, as amended (the “Investment Company Act”)) and “accredited investors” (as defined in Rule 501) ( a) Under securities laws). Such securities will not be registered under the Securities Act or qualify as securities under any applicable state.
For more information about other indices or strategies mentioned here, you can contact us atir@broyhillasset.com.
No part of this material may be copied, photocopied or reproduced in any form or by any means, or redistributed without the prior written consent of Broyhill.
