COVE STREET CAPITAL Overview
Cove Street Capital Llc is an investment advisor that manages 952.2 MM dollars in regulatory AUM and has 11 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 09/30/11 to 03/31/20. The fund's latest filing disclosed 488MM in positions, representing 51% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/11 to 03/31/20. The fund's latest filing disclosed 488MM in positions, representing 51% of the manager's regulatory AUM.
COVE STREET CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
COVE STREET CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| CMP | 6.26% | Materials | 39.29% | 0.12% | 1 | 5% | ||
| VSAT | 6.1% | Tech | 6.74% | -1.79% | 1 | 4% | ||
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FEATURED IN
COVE STREET CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Jeffrey N. Bronchick | Cio, Managing Member | June-2011 |
| Daniele N. Beasley | Chief Compliance Officer, Member | June-2011 |
COVE STREET CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
COVE STREET CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss METHODS OF ANALYSIS
COVE STREET CAPITAL | FORM ADV 2A Page 7
We use the following methods of analysis in formulating our investment advice and/or managing client assets:
Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking at economic and financial factors which include, but are not limited to, the overall economy, industry conditions, and the financial condition and management of the company itself to assess in our opinion if a security is underpriced relative to its market value. If we assess that the company is underpriced relative to our estimate of intrinsic value, we are potential buyers and if it is overpriced, we will not make a purchase or may sell the security if we own it.
Fundamental analysis does not attempt to anticipate market movements. This prese...
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COVE STREET CAPITAL | FORM ADV 2A Page 7
We use the following methods of analysis in formulating our investment advice and/or managing client assets:
Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking at economic and financial factors which include, but are not limited to, the overall economy, industry conditions, and the financial condition and management of the company itself to assess in our opinion if a security is underpriced relative to its market value. If we assess that the company is underpriced relative to our estimate of intrinsic value, we are potential buyers and if it is overpriced, we will not make a purchase or may sell the security if we own it.
Fundamental analysis does not attempt to anticipate market movements. This prese...
Unlock Full Investment Process Description
COVE STREET CAPITAL Portfolio Concentration
COVE STREET CAPITAL Location
2101 EAST EL SEGUNDO BOULEVARD
SUITE 302
EL SEGUNDO, California
UNITED STATES, 90245
SUITE 302
EL SEGUNDO, California
UNITED STATES, 90245
COVE STREET CAPITAL Contact Information
Phone Number: 424-221-5897
Fax Number: 424-221-5888
Website: http://www.covestreetcapital.com
Fax Number: 424-221-5888
Website: http://www.covestreetcapital.com
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