About the Firm
Colarion Partners is an investment management firm managing diverse portfolios, with particular expertise in the financial sector. The firm was founded in 2016 by Sam Haskell.
We typically look for the highest quality managements in the financial sector, and seek to invest over longer periods to allow book value to compound.
Strategies driving performance include:
– Deep value companies with recurring fees, for example banks with large trust operations.
– Aggressive share repurchase situations.
Frequently Asked Questions
Most questions can be answered with a firm introduction document, which we are glad to send to those interested in learning more about what we do. Besides performance, some additional questions that we commonly get include:
Do you have account minimums?
Separately-managed account minimum is currently $600,000.
How do I know you would be a good fit?
We tend to appeal to clients who do not mind slightly less liquidity than an average public portfolio, in exchange for the potential for above-market returns over long periods.
Do you specialize in a sector?
We manage broad portfolios or financial-sector specific portfolios. Portfolios most commonly combine individual financial stocks with a small basket of diverse securities or low cost funds.
Within financials, we invest across the sector, but typically in small companies and typically in banks, where we have more experience deciphering risk / reward.