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Overview

Ancora Advisors, LLC is an investment advisor with approximately $1 billion of private and mutual fund assets under management. Ancora Advisors provides customized money management services through a managed account program for long-term investors who have a minimum of $1,000,000 to invest. Ancora Advisors also serves as the Investment Advisor to the Ancora Family of Mutual Funds, open to individuals and institutions investing a minimum of $20,000 per fund. The mutual fund product offering includes four different funds, each of which has a unique investment focus. This diverse product offering allows Ancora Advisors to tailor an investment program according to an individual client's needs. 

Founded by industry veteran Richard Barone, we invest primarily in undervalued securities that have attractive prospects for capital appreciation. The goal of our investment approach is the achievement of high absolute returns to investors while limiting exposure to risk and possible loss of capital. Our principals have over forty years aggregate experience in applying this approach.

To achieve our goals, we analyze a host of financial and subjective measures, including the underlying financial fundamentals of a prospective investment, management's goals and actions and trends affecting the industry in which the company operates. The ultimate outcome of our analysis is to identify securities with a significant margin of safety that are trading below their private market value. We then attempt to capture that value for our investors.

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