ADIRONDACK RESEARCH & Overview
Adirondack Research & Management Inc. is an investment advisor that manages 278.3 MM dollars in regulatory AUM and has 4 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/12 to 12/31/18. The fund's latest filing disclosed 159MM in positions, representing 57% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 12/31/18. The fund's latest filing disclosed 159MM in positions, representing 57% of the manager's regulatory AUM.
ADIRONDACK RESEARCH & StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ADIRONDACK RESEARCH & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| OI | 3.21% | Materials | -11.67% | -0.46% | 0 | 5% | ||
| ODP | 2.96% | Cons. Disc. | -48.28% | -1.54% | 0 | 8% | ||
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FEATURED IN
ADIRONDACK RESEARCH & Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Gregory A. Roeder | President | March-2004 |
| Matthew P. Reiner | Chief Financial Officer | February-2005 |
| Louis N. Morizio | Shareholder | February-2005 |
| Stephen K. Gonick | Shareholder | July-2009 |
| Jarrod H. Becker | Chief Compliance Officer | July-2013 |
ADIRONDACK RESEARCH & Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
ADIRONDACK RESEARCH & Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
For both Separately Managed Accounts and the Adirondack Small Cap Fund, ARMI incorporates independent thinking, patience and strict value criteria when selecting investments. The strategy begins with screening for valuation, earnings quality, improving trends, and strengthening balance sheets. Fundamental analysis is then performed to develop an in-depth understanding of a company’s business model and financial health as well as any industry issues. Sources of information include, but are not limited to, filings with the Securities and Exchange Commission, annual reports, prospectuses, company press releases, research materials prepared by others, corporate rating services, financial news outlets and conversations with the company's management. Investment strategies may include long term purchases (securities held at least a year) and short term purchases (securities sold within a year), short sales, a...
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For both Separately Managed Accounts and the Adirondack Small Cap Fund, ARMI incorporates independent thinking, patience and strict value criteria when selecting investments. The strategy begins with screening for valuation, earnings quality, improving trends, and strengthening balance sheets. Fundamental analysis is then performed to develop an in-depth understanding of a company’s business model and financial health as well as any industry issues. Sources of information include, but are not limited to, filings with the Securities and Exchange Commission, annual reports, prospectuses, company press releases, research materials prepared by others, corporate rating services, financial news outlets and conversations with the company's management. Investment strategies may include long term purchases (securities held at least a year) and short term purchases (securities sold within a year), short sales, a...
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ADIRONDACK RESEARCH & Portfolio Concentration
ADIRONDACK RESEARCH & Location
2390 WESTERN AVENUE
GUILDERLAND, New York
UNITED STATES, 12084
GUILDERLAND, New York
UNITED STATES, 12084
ADIRONDACK RESEARCH & Contact Information
Phone Number: 518 690-0470
Fax Number: 518 861-7040
Website: http://www.adirondackfunds.com
Fax Number: 518 861-7040
Website: http://www.adirondackfunds.com
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