Resources

INVESTMENT COMMENTARY AND MARKET UPDATE

  • 03/31/20

    1st Quarter 2021 Commentary 

    The fact that we already see full asset prices so early in the recovery is a source of risk. But on the other hand, the fact that the economy is likely to grow for several years is also encouraging. -Howard Marks Read more >

  • 06/30/20

    2nd Quarter 2021 Commentary

    "Doing what everybody else is doing at the moment, and therefore what you have an irresistible urge to do, is often the wrong thing to do at all." -Fisher Read more >

  • 06/30/20

    2nd Quarter 2021 Small Cap Strategy Commentary

    Radnor's Small Cap Strategy uses a valuation-based process to build a concentrated portfolio of 30 to 40 positions. We hold positions in businesses with little to no debt and with above average profitability that trade at a discount to our determination of fair value. Read more >

FACT SHEETS

  • 06/30/20

    Equity Income Strategy Factsheet

    The factsheet is an overview of the Equity Income Strategy at quarter end. Read more >

  • 06/30/20

    Core Strategy Factsheet

    The factsheet is an overview of the Core Strategy at quarter end. Read more >

  • 06/30/20

    Small Cap Strategy Factsheet

    The factsheet is an overview of the Small Cap Strategy at quarter end. Read more >

ADV

  • 03/31/20

    Part 2A of Form ADV Firm Brochure

    This brochure provides information about the qualifications and business practices of Radnor Capital Management, LLC. Read more >