Acorn Capital Partners is a registered investment advisor founded in 2013 and based in New York. We have developed and refined our approach to sourcing, evaluating and investing in the US equity market for the last 20 years and strive to provide high quality research and exceptional customer service. While our primary focus is investment management, we work with a team of professionals to help our clients manage all aspects of their financial life including insurance, tax planning and estate planning.
We look to identify the most attractive investment opportunities in the U.S. equity market. We analyze and invest in individual companies and do not recommend or invest in mutual funds or other sponsored financial products. We are industry and market capitalization agnostic. We employee different strategies based on the size of the companies we are investing in (microcap, smidcap and large cap). Microcap equities are defined as companies with a market cap of zero to $300 million. Smidcap equities include small-cap companies and smaller mid-cap companies, defined as companies with a market cap of $300 million to $5 billion. Large cap equities are defined as companies with a market capitalization of $10 billion or more.
We have a distinct strategy for sourcing and evaluating companies in each of these arenas. We track the 13f filing and 13d filings of top performing investment managers and use it as a mechanism to source investment opportunities to research on behalf of our clients. Funds that manage in excess of $100 million are required to report their holdings on a quarterly basis by way of a 13f filing or through a 13d filing if they intend to become activists. We analyze these companies on behalf of our clients using a combination of fundamental and technical analysis.
Thomas J. Horan is the owner and managing partner of Acorn Capital Partners. He has been in the investment business for 18 years and has spent most of that time researching and investing in the U.S. equity market. His experience includes fundamental research, investment banking, venture capital, technical analysis and business management. He previously served as the general partner of Delphi Capital where he managed a microcap and smidcap focused fund of funds and worked alongside several top performing portfolio managers investing in small and underfollowed companies. Earlier in his career, he spent several years studying collective intelligence and chart analysis alongside the highest rated technical analyst according to Institutional Investors All American investment survey. His goal at Acorn Capital Partners is to uncover exceptional investment opportunities on behalf of clients and provide assistance with entry and exit points using fundamental and technical analysis.