The Special Situations Strategy, as employed by Walrus Partners, is a creation of our co-founder, Walter Ramsley. He has developed and refined the strategy over the last 20+ years, first as an analyst for 3 1/2 years at the ValueLine Special Situations Survey, then for the FRC Special Situations Letter from 1986 to 1998 and, starting in 1999, in Walter Ramsley's Special Situations Letter. Click here for a detailed year-by-year, position-by position display of the Walter Ramsley's Special Situations Letter Model Portfolio's performance history; for a detailed year-by-year, position-by position display of the FRC Special Situations Letter Model Portfolio's performance history click here. However, past success is no assurance of future returns.

Special Situations Managed Account - Management Walrus Partners continually monitors economic, financial and even political trends and uses this information to manage our clients' investment accounts. But the heart of the strategy is fundamental security analysis applied rigorously and systematically. We search the ranks of the developed world's equity markets looking for the leading companies in the fastest growing industries. Click here to learn more about how we select stocks for investment.

Form Adv Part II - Minnesota State Securities Regulations require that Advisors provide each client and prospective client with a disclosure statement. The Securities and Exchange Commission's Form ADV, Part II is deemed to be an adequate minimum standard of disclosure for Advisors. Click here to see a copy of our Form ADV, Part II.