Andvari Associates is an Atlanta-based investment management firm that currently holds more than $10 million in assets under management. It was launched six years ago by its current CIO, Douglass Ott, who previously worked at Banyan Capital Management as Analyst and Portfolio Manager. Andvari Associates usually runs a moderately concentrated portfolio, with its 6-8 top positions accounting for 50% of net assets. Recently, the fund released its Q1 2019 Investor Letter – a copy of which you...