Daruma invests in high-conviction portfolios of no more than 35 small-cap stocks. Daruma believes that a concentrated portfolio compels true active management. Their portfolios are built from the bottom-up one stock at a time.
Mariko Gordon, CFA — Founder, CEO and CIO of Daruma Asset Management. Click here to see an interesting story about Mariko.
Daruma’s website
Newsletter
Form ADV Part 2A (2016)
Form ADV Part 1A (2016)
Form ADV Part I
Form ADV Part 2B
2017
March Report
February Report
January Report
2016
December Report
November Report
October Report
3Q2016 Report
September Report
August Report
July Report
2Q2016 Report
June Report
May Report
April Report
1Q2016 Report
March Report
February Report
January Report
2015
4Q2015 Report
December Report
November Report
October Report
3Q2015 Report
September Report
August Report
July Report
June Report
May Report
April Report
March Report
February Report
January Report
2014
December 2014
November 2014
October Report
3Q2014 Report
September Report
August Report
July Report
Monthly Reports January through June
2Q2014 Report
1Q2014 Report
2013
Monthly Reports January through December
4Q2013 Report
3Q2013 Report
2Q2013 Report
1Q2013 Report
2012
Monthly Reports January through December
4Q2012 Report
3Q2012 Report
2Q2012 Report
1Q2012 Report
2011
Monthly Reports January through December
4Q 2011 Report
3Q 2011 Report
2Q2011 Report
1Q2011 Report
2010
4Q2010 Report