The Abernathy Group II, LLC is the investment advisor of a private event-driven, deep value, long short limited partnership, that invests across the capital structure. The firm’s investment philosophy focuses on value investing with a catalyst – such as shareholder activism, management change, turnaround, M&A, and restructuring – with a strong emphasis on asymmetric reward to risk.
Founded by Steven Abernathy in 2010, the Abernathy Group II Family Office believes the key to legally protecting and managing assets for the most successful and affluent families in the world means simplifying and organizing each family’s asset profile like a business. Each Family Unit is unique and evaluated as a separate entity we call a Family Enterprise.
The Abernathy Group II established itself, and contributed to value-based investing innovation with the development of Quantimental Analysis and Clinical Investing®. These advancements have tended to improve volatility and lowered the overall correlation of portfolios to indices while reducing capital at risk.
Not Traditional Money Management as Usual
The Abernathy Group II Family Office garners attention from the high net-worth community for the comprehensive, strategic planning within the Family Enterprise. We also base our strategic planning and investment allocation on PRÜF – The Science of Investing™ and data, not biased emotional information from Wall Street.
Ranked #1 by Nelson’s World’s Best Money Managers
The Abernathy Group II Family Office is comprised of financial analysts and professional investors with audited track records and has been ranked #1 by Nelson’s World’s Best Money Managers sixteen times since 1991. *See the disclosure here for detailed information.
The firm is independently owned and conflict-free as it sells no products. Building trusting relationships with clients is tantamount. Families feel empowered to make informed, educated financial decisions rather than pressured into making snap judgments th