BROAD RUN INVESTMENT Overview
Broad Run Investment Management Llc is an investment advisor that manages 1.6 BN dollars in regulatory AUM and has 5 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/12 to 03/31/21. The fund's latest filing disclosed 2BN in positions, representing 93% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 03/31/21. The fund's latest filing disclosed 2BN in positions, representing 93% of the manager's regulatory AUM.
BROAD RUN INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BROAD RUN INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BAM | 10.46% | Financials | 26.68% | 1.82% | 1 | 2% | ||
| KMX | 10.25% | Cons. Disc. | 2.52% | -0.72% | 1 | 2% | ||
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FEATURED IN
BROAD RUN INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Brian E. Macauley | Portfolio Manager/Managing Member | July-2012 |
| David S. Rainey | Portfolio Manager/Managing Member | July-2012 |
| Ira M. Rothberg | Portfolio Manager/Managing Member | July-2012 |
| Bryan H. Adkins | Chief Compliance Officer & Director Of Operations | November-2014 |
BROAD RUN INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
BROAD RUN INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
Broad Run Investment Management, LLC primarily invests in domestic equity securities, using fundamental, company-focused research, a long-term investment temperament and a concentrated portfolio management approach. We invest primarily in high-quality, growth-oriented companies trading at a discount to our estimate of intrinsic worth.
We view high-quality companies as those with:
• A sound and proven business model,
• Entrenched competitive position,
• Above average returns on capital, and
• Excellent stewardship.
We believe that an emphasis on quality at a discount value serves to both enhance returns and reduce risk. Our primary definition of risk is the potential that an investment is worth less in five-years time than today.
We view ownership of a public equity security as a partial interest in a business enterprise and generally appr...
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Methods of Analysis
Broad Run Investment Management, LLC primarily invests in domestic equity securities, using fundamental, company-focused research, a long-term investment temperament and a concentrated portfolio management approach. We invest primarily in high-quality, growth-oriented companies trading at a discount to our estimate of intrinsic worth.
We view high-quality companies as those with:
• A sound and proven business model,
• Entrenched competitive position,
• Above average returns on capital, and
• Excellent stewardship.
We believe that an emphasis on quality at a discount value serves to both enhance returns and reduce risk. Our primary definition of risk is the potential that an investment is worth less in five-years time than today.
We view ownership of a public equity security as a partial interest in a business enterprise and generally appr...
Unlock Full Investment Process Description
BROAD RUN INVESTMENT Portfolio Concentration
BROAD RUN INVESTMENT Location
1530 WILSON BLVD
SUITE 1020
ARLINGTON, Virginia
UNITED STATES, 22209
SUITE 1020
ARLINGTON, Virginia
UNITED STATES, 22209
BROAD RUN INVESTMENT Contact Information
Phone Number: 703-260-1260
Fax Number: 703-574-4312
Website: null
Fax Number: 703-574-4312
Website: null
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