How We Do It

We, all of us, share a common desire for progress. We dream, we hope, we aspire. For our selves we crave simple successes. Acknowledgement for our achievements. For our children we’re more ambitious. We wish for opportunity that surpasses even our own.

We’re not caught up in the frantic fray of the big city. In fact, we happen to believe the horizon is better from here. It’s like Wall Street, on your street.

Investing In Values

Why Yellowstone? The treasure of the vast Yellowstone landscape was not created overnight. What better symbol to represent our disciplined and lasting approach to your wealth? We take the time to develop a lasting relationship with our clients. We will look ahead with you and help make your future everything you envision.

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Investing In Values

Yellowstone Partners is an investment advisor firm that has all of the tools of the larger firms, but small enough and committed to giving you and your goals the personal attention you expect.

Yellowstone Opportunity

Value with reasonable growth opportunity, mostly mid/large-cap, diversified holdings

The Yellowstone Opportunity strategy uses a disciplined approach to portfolio management that employs fundamental characteristics of both value and growth investing. Our selection process begins by looking at a universe of primarily U.S. listed companies with mid to large market capitalization and exposure to global economic growth. We apply quantitative and analytical concepts to further establish investable ideas. Our focus is on companies that have consistent earnings growth above market levels. We tend to exclude companies with high valuations and we maintain a high level of price sensitivity while avoiding extremes in both growth and value investing.

Yellowstone Focused Opportunity

Value with reasonable growth; all stocks held in Yellowstone Opportunity Strategy, but more concentration

Focused Opportunity seeks equity investments in companies that are somewhat undervalued and have solid, sustainable growth potential. We prefer companies with demonstrated high barriers to entry, competitive advantage and visibility for ample profit margins that can be maintained over a long period of time. This return-on-equity consistency enhances the potential for attractive returns and holding periods that optimize tax-efficient long-term capital gains.

  • Undervalued companies exhibiting favorable growth characteristics
  • Concentrated strategy (fewer holdings, larger positions)
  • Strong companies, with a competitive edge

Yellowstone Disciplined Value

Value focused with a high sensitivity to attractive quantitative merits and solid fundamental research

We use a Yellowstone Disciplined Value approach to portfolio construction using extensive quantitative and analytical resources. Our selection process begins by looking at the universe of primarily U.S. listed companies with a market capitalization in excess of $2 billion. We then apply quantitative fair value evaluation to stocks using a mix of value, growth and discounted cash flow analysis.

Yellowstone Small Cap Value

Value-focused, diversified portfolio of small-cap companies

Our Small Cap Value Strategy identifies smaller U.S. based companies that may be contrarian, under appreciated growth, special situations, spin-offs, restructuring, etc. Additionally inverse ETFs may be used to hedge cash while maintaining stock holdings.

Yellowstone Select Dividend Value

Select high-quality companies with an attractive dividend yield and the potential for long-term growth

The goal of the Yellowstone Select Dividend Value strategy is to invest in companies with attractive dividend yields and the potential for long-term capital appreciation.

The strategy seeks an overall yield that’s 30-50 basis points above the S&P 500. We apply strict fundamental analysis techniques as we research potential candidates for the strategy. Additionally, we screen for investment opportunities that meet strict quantitative and qualitative requirements. The companies that pass our processes are high-quality companies with strong earnings sustainability with the ability and the commitment to grow and maintain an attractive dividend yield.

Municipal Bonds

Bond strategies providing stable long term fixed-income

Provide a mix of fixed income securities that offer current income consistency and opportunistic growth potential. We analyze security structure, the yield curve, interest rate trends, and arbitrage potential.

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