Bogle Investment Management

Bogle Investment Management is an employee-owned investment boutique founded and SEC registered in 1999.


Bogle Investment Management is an employee-owned investment boutique founded and SEC registered in 1999. The firm was established with the goal of adding value for a select group of institutional clients by identifying and exploiting innovative investment ideas across global markets. Today, the firm manages absolute return and small cap long-only investment strategies for some of the world’s most sophisticated investors. As co-investors with our clients, we are mindful of capacity constraints and have a demonstrated record of closing strategies at conservative levels of capital.

Our absolute return strategies aim to deliver attractive risk adjusted returns that are uncorrelated with both traditional and alternative investments.  Our US small cap strategy seeks to outperform the Russell 2000 Index of small cap stocks.

Through proprietary research we identify investor behaviors that cause stock prices to decouple from business fundamentals.  We believe that lasting insights can be gleaned through a deep understanding of the mosaic of motivations, incentives, and human biases that give rise to inefficiencies in global markets.  By combining these fundamentally-based insights in a systematic way and taking risks only when we are confident in our informational advantage, we seek to earn attractive risk-adjusted returns in most market environments.