Firm Highlights

Punch & Associates is a Minneapolis-based investment management firm founded in 2002. The firm was formed by a discretionary investment group that worked together within Merrill Lynch for 19 years prior.

Key firm attributes:

  • 100% independent and employee-owned.  We do not need to satisfy the goals or aspirations of any parent company
  • As a privately held firm, we are not driven to satisfy shareholder demands
  • Experienced team with a combined 57 years of Small & Micro Cap investing experience
  • Stable client base, 98% client retention rate since inception
  • Robust compliance, operations, risk management and reporting infrastructure
  • Conservatively managed, operated principally to generate durable client investment returns
  • All principals and employees invest the vast majority of their investable net worth alongside our clients
  • $1.1 billion in assets under management (as of 12/31/2016)