Our company, Broadview Advisors LLC, is a 100% employee-owned SEC-registered investment advisor based in Milwaukee, Wisconsin.  Established in 2001, our seasoned investment team focuses on core growth strategies through bottom-up fundamental analysis.

We manage assets for domestic institutions and individual investors through our registered mutual fund, the Broadview Opportunity Fund (BVAOX), a private pooled vehicle, and separately managed accounts.

We are opportunistic, special-situation investors.  We believe companies of all sizes and characteristics are periodically mispriced for a variety of reasons.  Repeatedly applying our time-tested investment process, along with a valuation sensitive sell discipline, yields the best opportunity for superior risk-adjusted returns over a market cycle.

STRONG BUSINESS TRAITS
High level of recurring revenue, return on investment capital, controllable destiny

DEFENDABLE MARKET NICHE
Strategic value, barriers to entry, difficult to duplicate

ATTRACTIVE GROWTH POTENTIAL
2-3 year time horizon, company owners not stock renters, across all industries

CAPABLE MANAGEMENT
History of successful strategic decisions, effective use of free cash flow, aligned with shareholders

DISCOUNT TO PRIVATE MARKET VALUE (PMV)
Substantial discount at purchase, risk control, requires patience and discipline