Jackson Creek Investment Advisors

Peter E. Traphagen has led investment decisions since founding the firm in 1993. He serves as President and acts as lead portfolio manager for the concentrated equity strategy. There is no investment committee that overrides the portfolio manager; Traphagen retains final decision-making authority on portfolio holdings.

The firm runs a concentrated, long-only US large-cap equity portfolio typically holding 25 to 35 stocks. Jackson Creek targets high-quality businesses with sustainable competitive advantages, strong balance sheets, and predictable free cash flow. Turnover is low, reflecting a long-term ownership mindset rather than tactical trading.

No. The firm has operated a single strategy — concentrated US large-cap equity — since inception. It has not launched small-cap, international, fixed-income, or private market vehicles. This single-strategy focus is a deliberate structural choice, not an interim state.

Jackson Creek is independently owned by its investment professionals and has no parent company, holding-company structure, or private equity sponsor. The firm is not part of a multi-boutique platform, a bank, or an insurance company. This independence has been maintained since 1993.

At 25 to 35 holdings, Jackson Creek is meaningfully more concentrated than a typical diversified large-cap manager, which might hold 60 to 100 names. The firm's active share is high by construction — it does not manage a benchmark-hugging portfolio. This concentration means individual position sizes can exceed 5% at cost.

The lead portfolio manager has never changed since the firm's 1993 founding. The investment philosophy — bottom-up, fundamental, concentrated, long-term — has remained consistent. No change in control, acquisition, or strategy pivot has occurred in the firm's history.