The Abernathy Group II Family Office
Company: The Abernathy Group II Family Office
Description: The Abernathy Group II Family Office, operating under the umbrella of The Abernathy Group II LLC, serves as an investment advisor known for its private event-driven deep value long-short limited partnership. This entity strategically invests across the capital structure, adhering to an investment philosophy that emphasizes value investing. Their approach incorporates catalysts such as shareholder activism, management changes, turnarounds, mergers and acquisitions, as well as restructuring, all while focusing on achieving an asymmetric reward-to-risk ratio.
Established in 2010 by Steven Abernathy, the Abernathy Group II Family Office is dedicated to the legal protection and management of assets for some of the world’s most successful and affluent families. The firm operates under the belief that each family's asset profile should be organized and simplified akin to a business model. Each Family Unit is regarded as a unique entity, evaluated within the framework of what they refer to as a Family Enterprise.
The Abernathy Group II has made significant contributions to the innovation of value-based investing through the development of methodologies such as Quantimental Analysis and Clinical Investing. These advancements have enhanced portfolio management by improving volatility profiles and reducing the overall correlation of investment portfolios to market indices, thereby mitigating capital at risk.
Highly regarded within the high-net-worth community, the Abernathy Group II Family Office is recognized for its thorough strategic planning within each Family Enterprise. The firm’s strategic planning and investment allocation processes are grounded in PRÜF, which they describe as The Science of Investing, relying on data-driven insights rather than the often-biased emotional information prevalent on Wall Street.
Notably, the Abernathy Group II Family Office has earned accolades, being ranked first by Nelson’s World’s Best Money Managers on sixteen occasions since 1991. This distinguishes the firm as a leader in the investment management sector. Comprised of financial analysts and professional investors with audited track records, the office prides itself on being independently owned and conflict-free, as it does not sell any products. Building trusting relationships with clients is a core principle, empowering families to make informed and educated financial decisions without feeling pressured into hasty judgments.
Industry: Investment Management
Domain: http://www.abbygroup.com/
Location: New York, NY
Address: 17 State Street, 16th Floor, New York, NY 10004, US
Size: 2-10 employees
Direct Contacts
Name: Chialiang Chen
Title: CFO
Email: Direct Email
Company: Venture Capital
Phone: (212)-293-3469
Industry: Investment Management
Location: Shanghai, China