Bogle Investment Management

Name

Bogle Investment Management

Legal name

Bogle Investment Management, L.P.

Website

https://boglefunds.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Investment Management

NAICS

Portfolio Management and Investment Advice (52394), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Small-/Mid-Cap Equity Long/Short (FSAHAAAG)

akta.pro secondary industries

Small-Cap Equity (Active) (FSAAAIAC), Fundamental/Discretionary Equity Long/Short (FSAHAAAA)

Keywords

• Investment management services
• Institutional asset management
• Mutual fund advisory
• Global market investing
• Active portfolio management

Headquarters

HQ city

Newton

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Investment Management Fees: The firm generates revenue through investment management fees charged to institutional clients for managing their investment portfolios across global markets.

Go-to-market motion1 record

Distribution channels1 record

Core offering

Bogle Investment Management is an employee-owned investment boutique founded in 1999 that provides active investment advisory services to a select group of institutional clients. The firm focuses on identifying and exploiting innovative investment ideas across global markets, and offers market-neutral fund products pursuant to offering memoranda. The firm previously served as investment advisor to the Bogle Small Cap Growth Fund until resigning from that role in March 2021.

Product overview

Bogle Investment Management is an investment boutique offering mutual fund products for investors. The firm previously managed the Bogle Small Cap Growth Fund, a mutual fund targeting small capitalization growth companies. The company directs mutual fund investors to a dedicated section of its website and works with Quasar Distributors, LLC as the fund distributor.

Differentiator

Problem solved

Functional benefit

Products and services

• Institutional Investment Advisory Services Active investment management services delivered to institutional clients, focused on identifying and exploiting innovative investment ideas across global markets to add value through specialized research and decision-making.
• Bogle Market-Neutral Fund A market-neutral fund offered by Bogle Investment Management to interested investors pursuant to an offering memorandum, providing a market-neutral investment strategy.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Quasar Distributors, LLCminorChannel Partner/ Reseller/ DistributorQuasar Distributors, LLC serves as the mutual fund distributor for Bogle Investment Management. They handle distribution of the Bogle mutual fund products to retail investors. Located in Milwaukee, WI 53202.

Scale indicators1 record

Recent moves2 records

Direct peers

• Westwood Holdings Group: Boutique active asset manager offering equity and multi-asset strategies to institutional clients. Comparable boutique operating model and institutional distribution approach.
• Artisan Partners: Publicly traded US boutique active asset manager with multiple equity and fixed-income teams. Comparable to Bogle as a high-conviction, team-based active manager serving institutional and intermediary clients with specialized strategies.
• Ariel Investments: Employee-owned boutique active manager historically focused on US small- and mid-cap value and growth equities for institutional and retail investors. Highly comparable given boutique structure, small/mid-cap focus, and employee-ownership.
• Royce Investment Partners: Specialist active manager of small-cap equity strategies for institutional and individual investors. Directly comparable to Bogle's historical small-cap growth orientation.
• Marsico Capital Management: Boutique active equity manager focused on US large- and mid-cap growth strategies for institutional and retail channels. Comparable as a high-conviction boutique active manager.
• Calamos Asset Management: Active asset manager offering equity, fixed-income, and alternative strategies including market-neutral and convertible products. Directly comparable given Bogle's stated market-neutral fund offering.
• Eagle Asset Management: Active equity manager with small-, mid- and large-cap growth strategies distributed via institutional and intermediary channels. Comparable in product mix and client segments.
• Wasatch Global Investors: Employee-owned boutique active manager specializing in US and international small-cap strategies for institutional and retail clients. Strongly comparable on boutique structure and small-cap equity focus.

Broad incumbents

• Lazard Asset Management: Large global active asset manager with institutional focus across equities, fixed income, and alternatives. Comparable active-management institutional business but at materially greater scale than Bogle.
• Victory Capital: Multi-boutique active asset management platform owning several specialist equity franchises. Comparable operating model of multiple autonomous investment teams under one firm.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks6 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bogle Investment Management