GIVERNY CAPITAL ASSET MANAGEMENT

Overview

Giverny Capital Asset Management is a fee-based registered investment adviser that began SEC registration in 2020 and focuses on discretionary portfolio management for both individuals/families and institutions. The firm runs a strongly equity-oriented strategy, with a clear preference for exchange-traded equities as its primary implementation vehicle. It is not an active ESG investor and does not position itself as a pension consultant or capital allocator; its advisory activities center on direct portfolio management for private and institutional clients. Client relationships are governed under a percentage-of-AUM fee model. The firm appears to combine separately managed account structures and advisory accounts to deliver concentrated public-equity exposure, while using third-party managers for select alternative allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices