Turtle Creek Asset Management

Established Value Investing Firm

At Turtle Creek, we pride ourselves on taking a unique and disciplined approach to value investing. With a 25-year history and a focus on long-term capital growth, we've built a reputation for delivering strong returns to our clients, while minimizing risk. What sets us apart from other investment firms? Our approach is different - our methodology is different - and the companies we invest in tend to be different.

Our Approach

As an independent investment management firm, we're committed to providing our clients with a personalized and tailored investment experience. We take the time to understand each client's unique goals, risk tolerance, and investment horizon, and we use this information to develop a customized investment strategy that meets their needs.

Our unique approach focuses on mid-cap public equities, with an emphasis on identifying high-conviction holdings that demonstrate strong value. We believe that by concentrating on mid-cap companies, we can benefit from less competition and more attractive pricing. Our investment process is centered around a rigorous, repeatable approach that focuses on minimizing risk and maximizing returns.

Risk Management

At Turtle Creek, we're committed to managing risk, not just managing portfolios. We believe that risk management is an essential part of any investment strategy, and we take a proactive approach to identifying and mitigating potential risks. We do this by conducting extensive research and analysis on each company we invest in, as well as continuously monitoring our portfolios to ensure they remain aligned with our clients' goals and risk tolerances.

Our Team

Our team is comprised of experienced and dedicated investment professionals who are committed to delivering exceptional results for our clients. As an independent firm, we're not beholden to outside influences or dictated by external factors - we're free to make decisions that are in the best interest of our clients. Our partners are fully committed to the same investment strategy that we offer to our clients, which means we're aligned with our clients' goals and objectives.

Investment Philosophy

At Turtle Creek, we believe that investing should be a long-term proposition. We're not interested in trying to time the market or making quick profits - instead, we focus on building wealth over the long haul. We believe that by focusing on high-quality companies with strong fundamentals, we can deliver consistent returns and minimize risk.

Continuous Optimization

We believe that an investment portfolio is never set in stone. Markets are constantly changing, and companies are constantly evolving. That's why we continuously optimize our portfolios to ensure they remain aligned with our clients' goals and risk tolerances. This means we're always monitoring the markets and making adjustments as needed to ensure our clients' investments remain strong and resilient.

Conclusion

At Turtle Creek, we're committed to providing our clients with a personalized and tailored investment experience that's focused on delivering strong returns and minimizing risk. We're a team of experienced and dedicated investment professionals who are committed to our clients and our investment philosophy. If you're looking for a value-driven investment approach that's focused on long-term wealth creation, we invite you to learn more about how we can help you achieve your financial goals.