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Anchor Capital Advisors LLC
William P. Rice, Jr. · Investment Advisor · Value
Anchor Capital Advisors LLC is a Boston-based investment management firm founded in 1983. The firm is dedicated to providing value-oriented investment strategies for a diverse client base, including individuals, families, endowments, foundations, and institutional investors. Originally founded by William P. Rice, Sr., the firm operated as a subsidiary of Boston Private Financial Holdings for several years before reacquiring its independence through a management buyout in 2018. Anchor Capital is recognized for its disciplined, research-intensive approach to investing, focusing on capital preservation and long-term wealth accumulation. The firm manages a range of equity and balanced strategies across the capitalization spectrum, maintaining a consistent focus on fundamental value and downside protection through various market cycles.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +14.5% |
| YTD return | +7.2% |
| Sharpe ratio | 4.34 |
| Win rate | 56% |
| AUM | $1.3B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.3B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.anchorcapital.com |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| MCK | McKesson Corporation | 6.5% | +16.7% |
| CBOE | Cboe Global Markets Inc | 6.5% | +20.7% |
| ADI | Analog Devices Inc | 6.3% | +40.0% |
| MTB | M&T Bank Corporation | 6.2% | +18.3% |
| PNC | PNC Financial Services Group Inc | 5.8% | +20.3% |
| WRB | W. R. Berkley Corp | 5.5% | -4.7% |
| FERG | Ferguson Plc | 5.3% | -0.2% |
| FANG | Diamondback Energy Inc | 5.2% | +28.3% |
| APD | Air Products and Chemicals Inc | 5.0% | +7.6% |
| SNX | Synnex Corporation | 4.9% | +34.7% |
| LAMR | Lamar Advertising Company | 4.8% | +18.3% |
| CRH | CRH PLC ADR | 4.8% | -18.7% |
| EXPD | Expeditors International of Washington, Inc. | 4.5% | +12.5% |
| CASY | Caseys General Stores Inc | 4.2% | +26.1% |
| CPAY | Corpay Inc | 4.2% | -0.6% |
| IDA | IDACORP Inc | 4.2% | +0.6% |
| SOLV | Solventum Corp. | 4.1% | +0.4% |
| GMED | Globus Medical | 4.1% | -3.9% |
| LNT | Alliant Energy Corp | 4.0% | -6.0% |
| MAA | Mid-America Apartment Communities Inc | 4.0% | +0.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | BUY | CASY | 4.6% → 4.2% |
| Aug 31, 2026 | SELL | LAMR | 4.8% → 4.8% |
| Aug 31, 2026 | BUY | PNC | 6.0% → 5.8% |
| Aug 31, 2026 | SELL | Q | 4.2% → 0.0% |
| Aug 31, 2026 | SELL | FANG | 5.2% → 5.2% |
Investment Style Analysis
Anchor Capital Advisors LLC is widely recognized for employing a Value strategy. As of Sep 4, 2026, the firm oversees approximately $1.3B in assets under management (AUM). The portfolio demonstrates a clear preference for the Banks - Regional and Utilities - Regulated Electric sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Anchor Capital Advisors LLC made a significant move by increasing exposure to CASY. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm's investment philosophy is rooted in traditional value investing, emphasizing bottom-up fundamental research to identify companies trading at a significant discount to their intrinsic value. Anchor Capital seeks to protect and grow client capital by selecting securities with attractive valuations, strong balance sheets, and sustainable business models. Their process is characterized by a long-term time horizon and a contrarian mindset, often investing in companies that are temporarily out of favor but possess clear catalysts for recovery. Risk management is integrated directly into the selection process, with a primary focus on providing downside protection and reducing volatility compared to broad market indices. The firm typically targets companies with stable earnings, strong cash flows, and, in many strategies, attractive dividend yields to provide consistent income alongside capital appreciation.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Anchor Capital Advisors LLC.
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Frequently asked questions
How is the simulated portfolio for Anchor Capital Advisors LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Anchor Capital Advisors LLC's largest holding?
As of the latest filing, Anchor Capital Advisors LLC's top position is McKesson Corporation (MCK), representing 6.5% of the portfolio. This reflects a high-conviction bet by the institution.
What is Anchor Capital Advisors LLC's historical performance and risk profile?
Our simulation indicates a total return of +14.5% with a win rate of 56%. Notably, the portfolio maintains a Sharpe Ratio of 4.34, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Anchor Capital Advisors LLC primarily invest in?
Anchor Capital Advisors LLC has a strong preference for the Banks - Regional sector, which makes up 12.0% of their disclosed assets. The portfolio also has exposure to Utilities - Regulated Electric, indicating a specific thematic focus.
Is Anchor Capital Advisors LLC's portfolio concentrated or diversified?
Anchor Capital Advisors LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 19.4% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Anchor Capital Advisors LLC performed in 2026?
Our AI-simulated model portfolio for Anchor Capital Advisors LLC tracks a Year-to-Date (YTD) return of +7.2%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does William P. Rice, Jr. manage Anchor Capital Advisors LLC directly?
Yes, William P. Rice, Jr. serves as the key portfolio manager for Anchor Capital Advisors LLC, overseeing the investment strategy and final capital allocation decisions.