Granite Value Capital

At Granite Value Capital, we understand the importance of trust and transparency in the world of investment. As an independent Registered Investment Advisor, we have been committed to providing personalized investment management, financial planning, and wealth management services to high net worth individuals across the United States. Our firm was founded in 2009 and is headquartered in Hanover, New Hampshire.

We take a comprehensive approach to managing our clients' wealth, tailoring each portfolio to their unique objectives, including investment goals, return objectives, risk tolerance, income needs, liquidity needs, tax issues, financial planning issues, retirement issues, and charitable gifting. Our team of experienced professionals takes the time to understand each client's financial situation, creating a customized Investment Policy Statement (IPS) that serves as a blueprint for managing their assets.

Our Investment Philosophy

We follow a value-based investment philosophy, guided by the principles of Benjamin Graham and Warren Buffett. We believe that stock ownership is an interest in a business, not just a price moving on a computer screen. Our team searches across a wide universe for attractive investment opportunities, regardless of size or domicile, using a flexible, opportunistic, disciplined, patient, and rational approach. Our investment approach emphasizes the preservation of capital while offering the opportunity for capital appreciation.

Our Team

At Granite Value Capital, we pride ourselves on our experienced and dedicated team. Our Chief Investment Officer and Founder, Anthony J. Abbate, CFA, has over two decades of experience in the investment industry, having started his career as an analyst and portfolio manager in 1992. Tony has a deep understanding of the value investment philosophy and has studied the teachings of Benjamin Graham and Warren Buffett.

What Sets Us Apart

At Granite Value Capital, we believe that our unique approach sets us apart from other investment advisors. We have a fiduciary duty to our clients, and we put their interests above our own. We limit the amount of assets under management to $250 million in equities, ensuring that our clients receive personalized attention and service. Our "eat our own cooking" mentality means that we will not invest our clients' money in a way that we would not invest our own.

Our Commitment

Our commitment to our clients is demonstrated by our transparent communication style. We provide regular updates and comprehensive annual meetings to keep our clients informed and engaged in their investment portfolio. We believe that a well-informed client is a satisfied client, and we strive to build long-term relationships with our clients.