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Champlain Investment Partners, LLC
Scott T. Brayman · Asset Manager · Growth
Champlain Investment Partners, LLC is an independent, employee-owned asset management firm headquartered in Burlington, Vermont. Founded in 2004, the firm specializes in equity investment strategies, particularly in the small-cap and mid-cap sectors. The firm’s mission is to deliver exceptional investment results while developing enduring client relationships. Champlain is known for its disciplined approach to wealth creation, focusing on absolute returns and risk management through a consistent investment process. The firm serves a diverse range of institutional clients, including pension plans, endowments, foundations, and family offices, as well as providing sub-advisory services for various mutual funds.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +1.2% |
| YTD return | -6.3% |
| Sharpe ratio | 1.97 |
| Win rate | 37% |
| AUM | $1.2B |
| Inception | Oct 1, 2025 |
| Updated | Sep 11, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.2B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.cipvt.com |
Current Holdings
Updated on Sep 11, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NTNX | Nutanix Inc | 11.1% | +37.1% |
| P | Everpure, Inc. | 9.1% | +2.8% |
| OKTA | Okta Inc | 5.7% | +75.0% |
| PEN | Penumbra Inc | 5.7% | +15.3% |
| VEEV | Veeva Systems Inc Class A | 5.4% | +34.9% |
| CFR | Cullen/Frost Bankers Inc | 5.0% | +23.2% |
| MSA | MSA Safety | 4.9% | -3.7% |
| CBSH | Commerce Bancshares Inc | 4.6% | +9.8% |
| ESAB | ESAB Corp | 4.6% | -16.5% |
| SFM | Sprouts Farmers Market LLC | 4.5% | -11.8% |
| RGEN | Repligen Corporation | 4.4% | -1.1% |
| EOG | EOG Resources Inc | 4.2% | +4.7% |
| WH | Wyndham Hotels & Resorts Inc | 4.1% | -5.9% |
| NOVT | Novanta Inc | 3.9% | -11.7% |
| GKOS | Glaukos Corp | 3.9% | -9.2% |
| ATRC | AtriCure Inc | 3.9% | +5.9% |
| SNPS | Synopsys Inc | 3.8% | -20.6% |
| CVLT | CommVault Systems Inc | 3.8% | -11.3% |
| TW | Tradeweb Markets Inc | 3.7% | -6.9% |
| FND | Floor & Decor Holdings Inc | 3.7% | -19.8% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 7, 2026 | SELL | FND | 3.8% → 3.7% |
| Sep 7, 2026 | SELL | TW | 3.8% → 3.7% |
| Sep 7, 2026 | SELL | GKOS | 4.0% → 3.9% |
| Sep 7, 2026 | BUY | RGEN | 4.5% → 4.4% |
| Sep 7, 2026 | SELL | NTNX | 11.3% → 11.1% |
Investment Style Analysis
Champlain Investment Partners, LLC is widely recognized for employing a Growth strategy. As of Sep 11, 2026, the firm oversees approximately $1.2B in assets under management (AUM). The portfolio demonstrates a clear preference for the Software - Infrastructure and Medical Devices sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 7, Champlain Investment Partners, LLC made a significant move by reducing the position in FND. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Champlain’s investment philosophy is built on the belief that superior long-term returns can be achieved by investing in high-quality companies with sustainable competitive advantages, durable business models, and strong balance sheets. The firm seeks businesses with capable and sincere management teams that are trading at valuations deemed reasonable by their analysts. By focusing on absolute returns and actively working to minimize both business and valuation risk, Champlain aims to provide attractive risk-adjusted performance across its small-cap, mid-cap, and strategic focus strategies. The process is grounded in fundamental research and a long-term perspective on wealth creation.
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 Champlain Investment Partners, LLC.
Similar Investment Style
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Frequently asked questions
How is the simulated portfolio for Champlain Investment Partners, 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 Champlain Investment Partners, LLC's largest holding?
As of the latest filing, Champlain Investment Partners, LLC's top position is Nutanix Inc (NTNX), representing 11.1% of the portfolio. This reflects a high-conviction bet by the institution.
What is Champlain Investment Partners, LLC's historical performance and risk profile?
Our simulation indicates a total return of +1.2% with a win rate of 37%. Notably, the portfolio maintains a Sharpe Ratio of 1.97, suggesting an strong level of risk-adjusted returns compared to the broader market.
What sectors does Champlain Investment Partners, LLC primarily invest in?
Champlain Investment Partners, LLC has a strong preference for the Software - Infrastructure sector, which makes up 20.7% of their disclosed assets. The portfolio also has exposure to Medical Devices, indicating a specific thematic focus.
Is Champlain Investment Partners, LLC's portfolio concentrated or diversified?
Champlain Investment Partners, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 25.9% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Champlain Investment Partners, LLC performed in 2026?
Our AI-simulated model portfolio for Champlain Investment Partners, LLC tracks a Year-to-Date (YTD) return of -6.3%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Scott T. Brayman manage Champlain Investment Partners, LLC directly?
Yes, Scott T. Brayman serves as the key portfolio manager for Champlain Investment Partners, LLC, overseeing the investment strategy and final capital allocation decisions.