Hudson Value Partners Marks Milestone: Five Years of Client-Centric Success

Investment manager celebrates milestone with expanded offices now in Morristown, NJ, Greenwich, CT, and Palm Beach, FL

MORRISTOWN, N.J. & PALM BEACH, Fla.--(BUSINESS WIRE)-- On May 17th, 1792, in New York City, the Buttonwood Agreement was signed by 24 financiers, laying the foundation for the New York Stock Exchange. Fast forward 227 years to May 17, 2019, when Hudson Value Partners launched from offices at 800 3rd Avenue. Today, Hudson Value Partners proudly celebrates its 5-year anniversary.

Reflecting on this milestone, Chief Investment Officer and Founding Partner, Paul W. Davis, CMT, remarks, “We aimed to construct a firm that managed money in the same way we would for ourselves. From infrastructure and technology to top-tier client service and our unique modern value investing approach, we upheld our standards without compromise. We are immensely grateful for the continued trust and confidence our clients have shown, many of whom have been with us since day one.”

Hudson Value Partners serves clients nationwide, including a substantial presence within the financial services industry. The firm's ability to attract and retain professional clients underscores the value of its approach.

From its beginnings in midtown Manhattan, the firm has navigated through bear markets and a global pandemic, emerging stronger. With offices now in Morristown, NJ, Greenwich, CT, and Palm Beach, FL, Hudson Value Partners has expanded its reach significantly.

Importantly, the firm has attracted talented investment professionals who share its commitment to integrity, ensuring continuity and growth for years to come. Notably, Hudson Value Partners remains 100% owned by active employees, prioritizing alignment of interests with its clients.

Founding Partner Christopher P. Davis reflects on the firm's progress, stating, “While we are proud of our achievements in the first five years, our journey is far from over. Our firm is like a mosaic, evolving with each quarter. As we mark this 5-year milestone, I am energized by our vision for the future. Our 50th anniversary will be even more remarkable!”

About Hudson Value Partners

Hudson Value Partners is an employee-owned boutique investment manager, serving private wealth and institutional clients. We take a modern, opportunistic value investing approach, driven by an experienced team that conducts research and builds world-class portfolios that prioritize client interests. The firm has a partner-oriented, client-centric mindset that serves a diverse group of individuals, families, businesses, and nonprofits, positioning them as trusted family advisors and stewards of their clients’ irreplaceable assets.

For more information please visit www.hudsonvaluepartners.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20240517823332/en/

Amiee Watts, 973-615-1683
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Source: Hudson Value Partners

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