AEGIS FINANCIAL CORP Overview

Aegis Financial Corp is an investment advisor that manages 276.5 MM dollars in regulatory AUM and has 9 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/02 to 09/30/16. The fund's latest filing disclosed 99MM in positions, representing 36% of the manager's regulatory AUM.

AEGIS FINANCIAL CORP StockAlpha

-8.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

AEGIS FINANCIAL CORP Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AOI 16.1% Cons. Staples -3.5% -0.07% 6 3%
WPX 9.25% Energy 12.96% -0.21% 0 8%
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FEATURED IN
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AEGIS FINANCIAL CORP Founders and Key Employees

Name Title In Position Since
Scott L. Barbee President January-2009
Sarah Q. Zhang Chief Compliance Officer June-2008

AEGIS FINANCIAL CORP Brokers, Custodians, Auditors and Administrators

Type Company

AEGIS FINANCIAL CORP Investment Strategy

AEGIS FINANCIAL CORP Portfolio Concentration

AEGIS FINANCIAL CORP Location

6862 ELM STREET
SUITE 830
MCLEAN, Virginia
UNITED STATES, 22101

AEGIS FINANCIAL CORP Contact Information

Phone Number: 703-528-7788
Fax Number: 703-528-1395
Website:

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