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 06/30/19. The fund's latest filing disclosed 959MM in positions, representing 66% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/30/19. The fund's latest filing disclosed 959MM in positions, representing 66% of the manager's regulatory AUM.
AVENIR CORP StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
AVENIR CORP Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AMT | 12.95% | Tech | 10.2% | 1.4% | 0 | 18% | ||
| MSFT | 8.38% | Tech | 0.67% | 0.17% | 0 | 40% | ||
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FEATURED IN
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’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...
Unlock Full Investment Process Description
AVENIR CORP Portfolio Concentration
AVENIR CORP Location
1775 PENNSYLVANIA AVE NW
SUITE 650
WASHINGTON, District of Columbia
UNITED STATES, 20006
SUITE 650
WASHINGTON, District of Columbia
UNITED STATES, 20006
AVENIR CORP Contact Information
Phone Number: (202) 659-4427
Fax Number: (202) 659-4414
Website: http://www.avenircorp.com
Fax Number: (202) 659-4414
Website: http://www.avenircorp.com
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