Value Walk: Saguaro Capital Management

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Value Investment Firm Saguaro Capital Management Launches

A value investment firm led by former members of Vulcan Value Partners has launched.

Saguaro Capital Management is launching with all-cap, large-cap and small- to mid-cap strategies that build off the success of Vulcan’s investment approach that saw the firm grow to $20 billion in assets under management.

“We are trying to build our own firm with a lot of the great experience that we learned from Vulcan and throughout other parts of our career and maybe do things slightly differently and hopefully improve some areas that we think we can do better,” said John Collier, principal and director of investor relations at the Phoenix-based firm.

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Vulcan Veterans Debut With Three Funds

A new firm led by a pair of Vulcan Value Partners alumni that combines traditional value investing with artificial intelligence began accepting outside capital July 1.

Phoenix-based Saguaro Capital launched with $10 million in personal capital and friends and family money for the debut of three capacity-constrained hedge funds. Each will follow a fundamental value strategy with one investing in companies of all sizes, one in large companies and one in small and midsize companies.

Saguaro started trading its all-cap strategy via the Saguaro All Cap Partners Fund with internal capital April 1, while the Saguaro Large Cap Partners Fund and Saguaro SMID Part-ners Fund went live July 1. All three strategies target five to 20 companies globally.

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