Your Dreams, Our Mission.
A research-focused Registered Investment Advisor providing wealth management solutions to help our clients accomplish their unique financial goals.
A comprehensive investment and portfolio manager with deep experience across the landscape. Offering unparalleled coverage of value opportunities. Our investment process requires that we conduct intensive research to build a detailed understanding of companies and their prospects.
Unparalleled Service
Not your cookie-cutter investment advisor.
Erenda Capital is an independent investment advisory firm dedicated to preserving and growing wealth for individuals and families. Inspired by the Warren Buffett's early partnerships, we're committed to crafting value-focused portfolios and conducting our own rigorous research to provide the highest quality portfolio management services. Investment ideas are the result of a thorough, research-driven valuation process, and portfolios are tailor-made for each client's needs.
We believe that patient investing, meticulous analysis rooted in fundamental research, and strong advisor-client relationships pave the way for superior outcomes. We seek out companies with growing earnings that trade at a significant discount to their intrinsic value. We then construct diversified portfolios within separately managed accounts. Our investment approach, coupled adept portfolio management strategies and fees lower than the industry average, sets Erenda Capital apart and puts our clients in the best position to achieve their financial goals.
The Story of Erenda Capital
Erenda's management fee is intentionally lower than the industry average because we fully appreciate the deleterious impact of high fees over time. Our flat fee structure is fair in both directions, and we do not believe investment advisors should be relying on high fees to generate wealth for themselves (they should be financially stable without the need for outside fees).
Low Fees
We're an investment advisory firm because investing is what we do best. Our firm also manages the personal wealth of its principal, Matt Buehler, who is a career investor.
Deep Fluency
We have no hidden fees, we do not sell additional products such as insurance or mutual funds (which entail extra fees and are frequently promoted by investment advisors). Honestly, transparency, and a commitment to values are core pillars of Erenda Capital.
Total Integrity
We're committed to patient, long-term investing, and we believe we and our clients will benefit tremendously from the long career runway of our principal and staff.
The Long Runway
Investors should seek to operate in uncrowded spaces and should not follow the latest fads. Research allows us to confidently take positions in unpopular investment spaces when they offer attractive positive asymmetry (limited downside, high upside).
Not Following the Crowd
Values: The "Five Aces"
Strategy
Research and fundamental analysis drive our singular focus on valuation and value. We study financial statements and analyze to find top-tier companies and help our clients realize excellent returns.
Execution
Portfolio management expertise and unique client needs are paired with our extensive research to craft portfolios intended to help clients achieve their financial goals.