About Us
Sankota is a new breed of investment firm, focused on the pursuit of investment outperformance while operating in full alignment with its mission and values.
We aim to generate alpha by owning a concentrated portfolio of attractively priced small and mid-cap equities.
We have 50+ years of combined experience in fundamental equity analysis and marry our bottom-up research process with a sustainable lens.
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We are a women-owned firm, partner with mission-aligned institutions, and give back to organizations developing the next generation of diverse investment talent.
Our Investment Strategy
Finding Inefficiencies
Sankota focuses on small and mid-cap equities in the U.S. that are inefficiently covered and mispriced, yielding asymmetric risk/reward skews. Through fundamental analysis and using a sustainable lens, we construct a concentrated portfolio of idiosyncratic names designed to generate alpha over a long-term investment horizon.
Our Team
We have 50+ years of collective investment experience with expertise in small and mid-cap investing.
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Co-Founder, Portfolio Manager
Frances Tuite, CFA
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B.B.A., Univ. Of Cincinnati; M.BA., Miami University (OH)
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30+ years of portfolio manager experience, including at Oak Family Advisors (2021-2024), Fairpointe Capital (2017-2021), RMB Capital (2006-2017), Talon Asset Management (1997-2006), and Sirius Partners (1993-1997).
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Analyst experience at Harris Associates, William Blair and Johnson Investment Counsel.
Co-Founder, Portfolio Manager
Catriona Duncan, CFA
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A.B., Harvard University; M.BA., University of Chicago (Howard J. Marks Scholar)
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10+ years of analyst experience, including at William Blair Investment Management (2020-2024), Columbia Wanger Asset Management (2017-2020), Advisory Research and Cupps Capital Management (2014-2017) and Morgan Creek Capital Management (2008-2012).
Our Values
Sankota’s principles serve as the cornerstone of our firm’s culture and operations. We don’t post our corporate values on the wall – we live them.
Integrity:
We are committed to being good stewards of capital.
