Walthausen & Co., LLC. is an employee-owned, SEC registered investment adviser located in Clifton Park, NY. Our focus is providing superior risk-adjusted returns from value investing in small and small/mid-cap (SMID) equities. We commit to provide excellent portfolio management and client service to institutional investors through separately managed accounts and individuals through mutual funds.

 

Value investing has been the passion of John Walthausen for over 30 years. He founded the firm in 2007 with a mission to generate superior, long-term returns for clients through a time-tested investment process. We take a bottom up fundamental approach using independent, in-house research.

 

We foster a strong team oriented environment, where all members have an incentive, through ownership, to achieve your desired goals. Being employee owned, we control the decision making process on important management issues such as limiting assets under management in order to maximize our client’s returns. Walthausen and Co. offers the value of personalized service, experienced management, and a disciplined investment process that’s focused on the needs of our clients.