AVENIR CORP Overview

Avenir Corp is an investment advisor that manages 1.5 BN dollars in regulatory AUM and has 8 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 79% of the manager's regulatory AUM.

AVENIR CORP StockAlpha

+0.4%
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

AVENIR CORP Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AMT 9.15% Tech -9.19% -0.97% 0 15%
MKL 8.8% Financials -4.71% -1.99% 2 8%
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FEATURED IN
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AVENIR CORP Founders and Key Employees

Name Title In Position Since
Charles G. Mackall Chairman January-2000
Peter C. Keefe President January-2000
James H. Rooney Managing Director January-2000
Kenneth S. George Chief Compliance Officer December-2005

AVENIR CORP Brokers, Custodians, Auditors and Administrators

Type Company

AVENIR CORP Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Avenir’s core value investment strategy is implemented through a security selection process that starts with a bottom-up analysis of each investment opportunity. The goal of this strategy is to manage a relatively concentrated portfolio of investments in superior businesses with excellent managements that are purchased at a significant discount to Avenir’s appraisal of intrinsic value. Investment decisions are based on a thorough analysis of a target company’s business, financial condition and the quality of its management. Avenir seeks to engage senior management in detailed discussions relating to the nature of the business in order to identify the true economic potential of the business, evaluate the quality of the franchise and assess management’s ability to achieve high returns on investment.

Avenir avoids the concept of relative valuation to the market as a whole and does not necessarily be...
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AVENIR CORP Portfolio Concentration

AVENIR CORP Location

1775 PENNSYLVANIA AVE NW
SUITE 650
WASHINGTON, District of Columbia
UNITED STATES, 20006

AVENIR CORP Contact Information

Phone Number: (202) 659-4427
Fax Number: (202) 659-4414
Website:

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