Disciplined Investment Management.

We manage assets for clients who require a rigorous, research-driven approach

to preserving and growing capital.

THREE PILLAR foundation

Independent

Research-Driven

We are an independently owned firm, free from the conflicts of interest that can arise from affiliated banking, brokerage, or insurance operations.

Research-Driven

Investment decisions are made by our internal team based on original analysis, not third-party models or index replication alone.

Aligned

Research-Driven

Aligned

Our professionals invest alongside our clients. We are compensated through transparent fees tied to assets managed, not transaction volume.

Our approach

Investment Philosophy

We believe that markets are, in the long run, driven by fundamentals — earnings, cash flow, competitive position, and capital discipline — even though they can diverge from those fundamentals for extended periods. Our task is to identify that divergence, understand why it exists, and act on it with appropriate patience and position sizing.

Our philosophy rests on three convictions:

1. Price and value are not the same thing.

We start from an estimate of what an asset is worth, independent of its current price, and look for meaningful gaps between the two.

2. Concentration, applied carefully, improves outcomes.

We would rather hold a smaller number of well-understood positions than dilute conviction across hundreds of holdings for the sake of diversification alone.

3. Time horizon is a genuine advantage.

Many market participants are structurally short-term. Clients who can tolerate short-term volatility in exchange for long-term results are positioned to benefit from that mismatch.

Risk Management

Risk management is integrated into our investment process rather than treated as a separate, after-the-fact function.

Our approach includes:

Position and sector concentration limits appropriate to each strategy.

Regular stress-testing against historical and hypothetical scenarios.

Independent oversight by a risk committee separate from portfolio management.

Ongoing liquidity assessment across all holdings.

PROCESS

Idea Generation

Fundamental Analysis

Investment ideas originate from internal research, industry contacts, and systematic screening — not from sell-side recommendations.

Fundamental Analysis

Analysts build independent models of each business, meet with management where relevant, and evaluate competitive positioning, balance sheet strength, and capital allocation history.

Risk Assessment

Fundamental Analysis

Portfolio Construction

Every position is evaluated for what could go wrong, not only what could go right. Position sizing reflects both conviction and downside scenarios.

Portfolio Construction

Portfolio managers construct portfolios with explicit attention to concentration, correlation, and liquidity, consistent with each strategy's mandate.

Ongoing Monitoring

Portfolio Construction

Ongoing Monitoring

Positions are reviewed continuously against the original investment thesis. We exit positions when the thesis is no longer intact — not solely because of price movement.

Client relationship

Our Commitment to Clients

We believe clients are best served through direct access to the people managing their capital, clear and regular communication, and reporting that is transparent about both performance and fees.

Onboarding

A dedicated relationship manager works with each client to understand objectives, constraints, and reporting requirements before assets are transitioned.

Ongoing Communication

Clients receive quarterly performance reporting and commentary, with direct access to portfolio managers for questions or portfolio reviews.

Annual Review

We conduct at least one annual in-depth review with each client to revisit objectives, risk tolerance, and any changes in circumstances.

Fee Structure

Our fees are asset-based and disclosed in full prior to the start of any engagement. We do not receive commissions, soft-dollar arrangements, or third-party payments connected to client portfolios.

Common Properties LLC

Common Properties LLC

Disciplined Investment Management.

INTRODUCTION

Common Properties LLC is an independent asset management firm.

THREE PILLAR foundation

Independent

Research-Driven

Research-Driven

Research-Driven

Research-Driven

Research-Driven

Aligned

Research-Driven

Aligned

A Long-Term Partner for Long-Term Capital

Our approach

Investment Philosophy

Risk Management

PROCESS

Idea Generation

Fundamental Analysis

Fundamental Analysis

Fundamental Analysis

Fundamental Analysis

Fundamental Analysis

Risk Assessment

Fundamental Analysis

Portfolio Construction

Portfolio Construction

Portfolio Construction

Portfolio Construction

Ongoing Monitoring

Portfolio Construction

Ongoing Monitoring

Client relationship

Our Commitment to Clients

Fee Structure

We welcome inquiries from institutions, advisors, and individuals interested in learning more about our service offerings.

Common Properties LLC

Disciplined Investment Management.

INTRODUCTION

Common Properties LLC is an independent asset management firm.

THREE PILLAR foundation

Independent

Research-Driven

Research-Driven

Research-Driven

Research-Driven

Research-Driven

Aligned

Research-Driven

Aligned

A Long-Term Partner for Long-Term Capital

Our approach

Investment Philosophy

Risk Management

PROCESS

Idea Generation

Fundamental Analysis

Fundamental Analysis

Fundamental Analysis

Fundamental Analysis

Fundamental Analysis

Risk Assessment

Fundamental Analysis

Portfolio Construction

Portfolio Construction

Portfolio Construction

Portfolio Construction

Ongoing Monitoring

Portfolio Construction

Ongoing Monitoring

Client relationship

Our Commitment to Clients

Fee Structure

We welcome inquiries from institutions, advisors, and individuals interested in learning more about our service offerings.

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