Moody Aldrich Partners (MAP) is a privately held multi-boutique investment firm with businesses specializing in high value-added investment strategies for institutions and individual investors.
Formed in 1988, MAP is an SEC registered investment advisor that has provided investment strategies to sophisticated clients for 30 years. Our firm offers US and international equity strategies through investment divisions managed by autonomous teams of experienced, successful investors.
Over time, our firm has evolved from a traditional asset manager to a multi-boutique company with shared non-investment business services. Identifying and cultivating investment talent and developing strategic partnerships and business ventures is a hallmark of our heritage.
Owners of MAP provide a permanent source of capital that has been used for working capital and seed capital to numerous investment strategies. The structure of our entrepreneurial activities has taken various forms, such as lift-outs, acquisitions, joint ventures and seeding/acceleration deals. While each opportunity has its own unique attributes, every endeavor pursued creates shared incentives and alignment of interests behind a common vision of building a premier investment organization. Our entrepreneurial culture emphasizes teamwork and flexibility and a strong commitment to the highest ethical standards.
Timeline of Notable Events
1988
- William Moody, Amory Aldrich and Neil Sullivan launch Moody Aldrich & Sullivan (MA&S) with backing from Eyk Van Otterloo and Jeremy Grantham, founders of Grantham Mayo Van Otterloo (GMO).
- MA&S launches Mid Cap Value strategy.
1998
- MA&S launches Small Cap Value strategy.
2003
- MA&S changes its name to Moody Aldrich Partners, LLC (MAP).
- MAP acquires the Pierre & Company All Cap Value strategy and rebrands to MAP Focused Value—enters strategic partnership with its portfolio manager.
2010
- MAP launches Harvest Funds Management LLC to seed hedge funds and acquires economic stakes in several independent firms.
2012
- MAP sells its Focused Value strategy to Anchor Capital.
- MAP launches Eastern Shore Capital Management offering Small and Smid Cap US equity strategies—merges its legacy investments into ESCM.
2016
- MAP acquires the assets and trading strategy of kWantix Trading LLC and formed kWantix LLC to trade electricity futures contracts in the wholesale electricity markets.
2018
- MAP launches Global Value Advisors offering Global Equity and International Small Cap strategies.
2023
- MAP acquires the assets and strategies of APS Labs and rebrands the business as Portfolio Solutions Group.