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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-20-2024
- Office Locations
- 1
Office Locations
About Sankota Capital LLC
Sankota Capital is a women-owned investment firm in Chicago running a concentrated, research-intensive U.S. small- and mid-cap equity strategy. The team targets underfollowed or misunderstood companies it believes are mispriced, seeking asymmetric long-term risk/reward while emphasizing quality businesses, strong management, and good or improving governance, with a sustainability lens. Founded by CFA portfolio managers with 55+ years of combined experience; serves retail and institutional channels.
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Owner & Executives
CATRIONA DUNCAN CFA
FOUNDER, PORTFOLIO MANAGER
- CRD
- #6417666
- Ownership
- 50% but less than 75%
FRANCES ELIZABETH TUITE
Chief Compliance Officer, FOUNDER, PORTFOLIO MANAGER
- CRD
- #1887822
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $57,366,293 | $1,300,000 |
| Non-Discretionary | $0 | -- |
| Total | $57,366,293 | $1,300,000 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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