Asset ManagerRIA · CRD 299565Exempt Reporting AdviserPrivate Fund Adviser

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SIMCO

SIMCO is a calibration and software services company and a calibration partner for regulated industries. It delivers calibration, repair, and program...

SIMCO

SIMCO is a calibration and software services company and a calibration partner for regulated industries. It delivers calibration, repair, and program management support to help lives-at-stake manufacturers maintain accuracy, compliance, and operational uptime. SIMCO combines accredited calibration services, flexible service delivery, and CERDAAC-enabled visibility, with coverage across the United States, Canada, and a location in Bangalore, India.

General information

Firm type

Investment Management Firm

Year founded

1986

Location

Region

North America

Country

United States

City

London

Corporate office

Berwyn, PA, United States

Additional offices

Westport, CT, United States · Boston, MA, United States · San Francisco, CA, United States

Principals

Stuart Weisenfeld

President & Chief Executive Officer

Robert E. Rigsby

Chief Investment Officer

Sector focus

Investment ManagementFixed IncomeEquitiesPrivate CreditInfrastructureAlternative Investments

Frequently asked questions

Who makes investment decisions at SIMCO?

Stuart Weisenfeld serves as President & CEO, overseeing the firm's strategic direction. Robert E. Rigsby is the Chief Investment Officer, leading the investment team. The firm uses a team-based approach with senior portfolio managers responsible for individual strategies (per the firm's official communications).

How does SIMCO source investment opportunities?

SIMCO employs fundamental, bottom-up research across public and private markets. The firm's analysts and portfolio managers conduct independent research, meet with management teams, and analyze industry dynamics. In private markets, SIMCO sources opportunities through direct relationships with sponsors, banks, and intermediaries.

Where does SIMCO operate geographically?

SIMCO is headquartered in Berwyn, Pennsylvania, with additional offices in Westport, Connecticut; Boston, Massachusetts; and San Francisco, California. The firm invests across North America and Europe.

What is SIMCO's investment philosophy?

SIMCO describes its approach as high-conviction active management, running concentrated portfolios that differ significantly from benchmarks. The firm believes deep fundamental research can uncover mispriced assets that generate alpha over the long term.

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