Ampersand Investment Management

ABOUT

Ampersand Investment Management is a specialized, innovative, and research grounded investment manager based in Princeton, NJ.

CAPABILITIES

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Our research and development group are responsible for the design and customization of innovative products and solutions that seek to meet the needs of investors and leading financial institutions across the globe.

FEATURED

What is the concept behind Ampersand?

Adding an overlay without increasing risk

Reducing a portfolio's equity risk while increasing risk-adjusted returns

The difference between leverage and investment risk?

What are the risks of an Ampersand Portfolio Strategy?

The Ampersand Overlay and Total Return Swap

The Ampersand team consists of highly experienced individuals with decades of collective experience in investment management.

Members of the team have been involved in alternative investments, product structuring, and tax efficient investing since the late 1970’s and are among the most experienced in the industry.