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 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 136% of the manager's regulatory AUM.

BROAD RUN INVESTMENT StockAlpha

-2.4%
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

BROAD RUN INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AMT 11.64% Tech -9.49% -0.89% 1 15%
ORLY 11.28% Cons. Disc. -2.2% -0.43% 1 10%
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FEATURED IN
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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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BROAD RUN INVESTMENT Portfolio Concentration

BROAD RUN INVESTMENT Location

1530 WILSON BLVD
SUITE 1020
ARLINGTON, Virginia
UNITED STATES, 22209

BROAD RUN INVESTMENT Contact Information

Phone Number: 703-260-1260
Fax Number: 703-574-4312
Website:

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