Stanley Partners

Stanley Partners

Bret Stanley launched the firm in 2010 after a 30-year career building the Invesco Value Equity group. He served as CIO and Senior Portfolio Manager there from 1998, growing the group to $15 billion, then left to start his own partnership. The firm operates as a registered investment adviser, open exclusively to qualified investors with a $1 million minimum. The strategy pairs a 130% long position in undervalued S&P 500 stocks with a 30% short position in overvalued ones — aiming for net 100% equity exposure. Stanley describes the approach as "value equity investing" rooted in rigorous fundamental research. The firm does not hold private or alternative assets. Geographic focus is U.S. equities through public markets. Bret Stanley is the sole investment decision maker. Lanny Sachnowitz, a former Invesco Growth Equity CIO, handles investor relations. The team numbers two principals; no additional offices beyond Houston are listed. The firm has featured Stanford professor William F. Sharpe's work on tax-efficient portfolio design but no separate philanthropic or operating entities are disclosed. Stanley sets itself apart with a 0% management fee and a performance-only 20% incentive fee that runs only on profits. The firm also caps scale — it invites only "a limited amount of capital" to invest alongside the principals' own money. This structure, combined with a tax-efficient long-short framework, creates an alignment rarely seen in asset management.