Please note, Ingalls has moved! Effective September 1, 2024, our new address is 1 Rockefeller Plaza, 7th Floor, New York, NY 10020-2003
By using this site for file transfer (the “Site”), you (“User”) acknowledge and agree to the following:
  • The Site is maintained and operated by a third-party vendor, Citrix Systems, Inc. (the “Vendor”), a company that is not affiliated with Ingalls & Snyder, LLC (“Ingalls”). While Ingalls has selected the Vendor based on its belief that the Vendor has commercially reasonable safeguards designed to (i) ensure the security and confidentiality of any non-public information (“Information”) transmitted using the Site, (ii) protect against any anticipated threats or hazards to the security or integrity of Information transmitted using the Site and (iii) protect against unauthorized access to, or use of, Information transmitted using the Site, Ingalls does not exercise any control over the Vendor’s systems and cannot guarantee the privacy and security of any information you choose to transmit using the Site.  
  • Access to the Site is granted by Ingalls so that you may utilize the Service for your convenience at your sole discretion. Ingalls has no liability for any loss, claim, or other damage that results from unauthorized access to any Information transmitted using the Site. User is solely responsible for the security of Information stored locally on the User’s computer or device as well as any email account User may use to receive and send links to the Site to transmit or receive documents.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
<< Return to ingalls.net

Fundamental Equity Advisors

Financial flexibility is at the cornerstone of our approach to stock selection.

The Fundamental Equity Advisors team seeks to identify undervalued equities using a rigorous fundamental approach to stock selection. They look for companies with strong free cash flow, attractive valuations, profit margin expansion opportunities, strong management and changing internal dynamics. The team has more than 65 years of collective investment industry experience and an established track record of managing equity portfolios for over 12 years. Each team member brings their own unique industry experience and skill set to the evaluation process, while leveraging a common, time-tested investment approach with an independent forensic accounting overlay.

Strategies
Strategy
Description
No items found.

Seeks to outperform the Russell 3000 Index with an actively managed portfolio of approximately 25-60 stocks, excluding Master Limited Partnerships (MLPs), with a focus on risk management.

No items found.

Seeks to outperform the Russell 2500 Index with an actively managed portfolio of approximately 25-60 small and mid cap stocks, with a focus on risk management.

Archive >>
The Fundamental Equity Advisors is an investment advisory management team at Ingalls & Snyder, LLC, an investment advisor registered with the U.S. Securities & Exchange Commission and a FINRA member broker dealer. The content in this website is for informational purposes only and is not intended to be a general guide to investing, or as a source of any specific investment recommendation and makes no implied or express recommendation concerning the manner in which any account should be handled. Any investment program involves certain risks, including loss of principal, and no assurance can be given that any specific objective will be achieved.