S Squared Advisors LLC

Financial ServicesTexas, United States2-10 Employees

S Squared Advisors LLC is a financial services firm based in Austin, Texas. Founded by Mike Heffernan and Chris Angelo, the firm emphasizes an investing approach that seeks to balance upside potential with downside protection, aiming to deliver risk-adjusted returns by combining factors related to volatility and value. Its portfolio strategy centers on constructing positions in fundamentally strong companies with solid balance sheets, high profitability, efficient capital use, and a margin of safety, collectively forming what the firm calls the Minimum Variance Value Portfolio. The company characterizes itself as distinct from traditional investment firms or hedge funds, focusing on tangible results and a disciplined process rather than fads or speculative products, and it offers a complementary portfolio audit to assess potential improvements in return. The team and its methodology target investors seeking an elevated, value-oriented approach in equity investment management, with attention to risk management through systematic, factor-driven selection.

Sign up for free to view info

Email Format Employee directory