CLOVER PARTNERS Overview

Clover Partners is a hedge fund that manages 201.9 MM dollars in regulatory AUM and has 4 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/04 to 09/30/16. The fund's latest filing disclosed 226MM in positions, representing 112% of the manager's regulatory AUM.

CLOVER PARTNERS StockAlpha

+8%
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

CLOVER PARTNERS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
FISI 9.53% Financials 13.06% -0.03% 13 2%
OKSB 8.2% Financials 14.76% -0% 21 1%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
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CLOVER PARTNERS Founders and Key Employees

Name Title In Position Since
Michael C. Mewhinney Limited Partner October-1999
Samuel S. Moore Limited Partner / Chief Compliance Officer October-1999
John A. Guerry Limited Partner April-2007

CLOVER PARTNERS Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro
Prime Broker Pro

CLOVER PARTNERS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Our firm’s primary objective is to achieve long-term capital appreciation while minimizing risk. Our investment program consists primarily of applying a value strategy that emphasizes owning securities that we believe are undervalued and holding them until they reach their fair value.

We tend to concentrate our client’s assets in securities issued by financial services companies and, particularly, in securities issued by mutual savings banks. Specifically,

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we attempt to identify mutual savings banks that we believe have the most potential to thrive. We then invest along their conversion lifecycles from partial public ownership to a fully public company. Some mutual savings banks may effect their conversion by creating a mutual holding company, which retains more than 50% of its shares outstanding.

We maintain a proprietary database of all mutual holdings companies. ...
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CLOVER PARTNERS Portfolio Concentration

CLOVER PARTNERS Location

100 CRESCENT COURT
SUITE 575
DALLAS, Texas
UNITED STATES, 75201

CLOVER PARTNERS Contact Information

Phone Number: 214-273-5200
Fax Number: 214-273-5199
Website:

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