12th Street Asset Management Company, LLC is an employee owned investment firm headquartered in Nashville, Tennessee.  


Our philosophy is based on the premise that concentrated portfolios that focus on preservation of capital and buying securities with a margin of safety offer better risk adjusted returns than those that utilize traditional risk metrics for portfolio construction.  Our portfolios represent a best idea approach in which we identify a select number of companies that meet our investment criteria of good businesses trading at a discount to our intrinsic value estimates.  Risk is not reduced through diversification, but rather through investing with a margin of safety and holding cash when bargains are not available.


12th Street currently offers three equity strategies. The LP strategy is a concentrated, all cap portfolio that provides the flexibility to invest in any securities that meet our investment criteria. The Opportunity Managed Account strategy is a concentrated, long-only portfolio made up of equity securities of any size. The Small Cap Value strategy is a concentrated, long-only portfolio made up of equity securities with a market capitalization of less than $5 billion at time of purchase.


Michael G. O'Keefe

Founder and Partner
(615) 915-3701

D. Andrew Shipman, CFA
Partner
(312) 402-1592


12th Street Asset Management

Woodmont Centre

102 Woodmont Blvd

Suite 460

Nashville, TN  37205

Info@12thstreetasset.com


This website is not intended as a solicitation or an offer to invest with 12th Street Asset Management Company, LLC