Founded in 2016 by Abhay Deshpande, CFA, Centerstone Investors is a 100% founder and employee-owned boutique investment management firm with 90% diverse ownership. The firm operates with a collaborative, tight-knit team approach emphasizing employee ownership culture to align interests with investors. Centerstone manages approximately $115-375 million in assets across mutual funds and institutional separate accounts, serving investment companies, state/municipal entities, and corporations. The firm is privately owned and maintains institutional infrastructure including experienced investment professionals, compliance, and back-office operations.

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Centerstone approaches investing with fundamental business analysis rather than traditional equity analysis, stating 'we are business analysts, not equity analysts.' The firm defines risk simply as the chance for permanent loss of capital and employs a bottom-up research methodology with on-site due diligence. Their flexible, nimble investment approach focuses on global securities across industries, market capitalizations, and capital structures, emphasizing strong risk management practices to reduce permanent capital impairment. The firm successfully navigated major market crises including the 2001 technology bubble and 2008 credit crisis.

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