INNOVATIVE INVESTMENT SOLUTIONS
About Us
Denali Advisors is a quantitative-based, institutional investment management firm founded in 2001 and the largest known Native American-owned asset management firm in the country. Specializing in Value, Growth and Income strategies across U.S., Global, Emerging and Frontier equity markets, Denali currently serves institutional public, corporate and high net worth clients. Denali is majority employee owned and operated, and is headquarterd in San Diego, CA with offices in Anchorage, AK and Chicago, IL. Our mission is to consistently deliver enhanced value for clients, investors, and employees by producing superior risk-adjusted investment returns while adhering to our core values. Denali is a SEC Registered Investment Adviser.
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What We Do
Our Approach
We use non-biased, fundamental research in scalable, systematic processes. For value strategies, we seek out underappreciated, high earning stocks that have lower trading volume relative to their comparables based on our Network Value theory of investing. For growth strategies, we seek out inefficiently priced stocks whose earnings growth rates are accelerating above market expectations. For income strategies, we seek out stocks with dividend growth and sustainability.
Our Commitment to Managing Risk for Our Clients
Denali believes that in order to deliver superior results to clients and investors, risk management should be an integral part of any investment process. Through the use of mean-variance optimization that balances expected returns with the various factor risks involved, Denali strives to build risk-controlled portfolios that outperform in various market environments.
Denali Investment Strategies
Latest News & Insights
McKinley Capital to be acquired by Denali Advisors
McKinley Capital Management, LLC (“McKinley Capital”) announced it is in the process of a transaction to be acquired by Denali Advisors, LLC (“Denali”). The transaction is expected to close by year-end 2023 and will make Denali Advisors the majority owner of McKinley Capital. McKinley Management, LLC will maintain a minority ownership stake in McKinley Capital.
Denali Interns Present Research
Denali Advisors interns present their research to the Denali team. Robert Snigaroff, standing on the left, is a sophomore at Columbia University studying mathematical economics. Noah Lightfoot, standing on right, is a junior at Stanford studying economics.
Denali Advisors Sells Minority Stake to Nile Capital Group Fund
Denali Advisors, LLC (“Denali”) is thrilled to announce a partnership with Nile Capital Group LLC (“Nile”) as a minority member and advisory partner. Nile is a private equity firm founded by Melvin Lindsey, CFA that provides capital as well as strategic support to help talented asset managers grow in a sustainable fashion. The Nile Fund […]
