FOUNDATION RESOURCE Overview
Foundation Resource Management Inc is an investment advisor that manages 2 BN dollars in regulatory AUM and has 11 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/02 to 12/31/18. The fund's latest filing disclosed 463MM in positions, representing 23% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/02 to 12/31/18. The fund's latest filing disclosed 463MM in positions, representing 23% of the manager's regulatory AUM.
FOUNDATION RESOURCE StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
FOUNDATION RESOURCE Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BRK.B | 7.7% | Financials | 0.48% | -0.89% | 0 | 34% | ||
| XOM | 7.04% | Energy | 19.91% | 0.4% | 0 | 31% | ||
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FEATURED IN
FOUNDATION RESOURCE Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Abby Y. Mckelvy | Chief Compliance Officer | October-2004 |
| Mark W. Millsap | Secretary | January-2014 |
| Gregory P. Hartz | President | January-2014 |
FOUNDATION RESOURCE Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
FOUNDATION RESOURCE Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
FRM’s equity approach centers on the pursuit of intrinsic value. The price we pay for a security is critical in providing an attractive return on our clients’ capital as well as
2
protecting our clients against a permanent loss of capital. This potential for permanent loss of capital is how we define risk. Our approach requires patience and a willingness to think independently from the market. We perform our own research internally. Our goal is to pay an attractive price for a stock based on either the company’s proven ability to earn or its asset value.
FRM’s fixed income management is structured to safeguard capital while generating current income in excess of that derived from investing in equity securities. As value investors, we demand that we be well compensated for taking any of the various risks present in fixed income securities. We attempt to leverage our research in the stock m...
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FRM’s equity approach centers on the pursuit of intrinsic value. The price we pay for a security is critical in providing an attractive return on our clients’ capital as well as
2
protecting our clients against a permanent loss of capital. This potential for permanent loss of capital is how we define risk. Our approach requires patience and a willingness to think independently from the market. We perform our own research internally. Our goal is to pay an attractive price for a stock based on either the company’s proven ability to earn or its asset value.
FRM’s fixed income management is structured to safeguard capital while generating current income in excess of that derived from investing in equity securities. As value investors, we demand that we be well compensated for taking any of the various risks present in fixed income securities. We attempt to leverage our research in the stock m...
Unlock Full Investment Process Description
FOUNDATION RESOURCE Portfolio Concentration
FOUNDATION RESOURCE Location
401 W. CAPITOL, SUITE 503
LITTLE ROCK, Arkansas
UNITED STATES, 72201
LITTLE ROCK, Arkansas
UNITED STATES, 72201
FOUNDATION RESOURCE Contact Information
Phone Number: 501-604-3190
Fax Number: 501-604-3195
Website: http://www.foundationresourcemanagement.com
Fax Number: 501-604-3195
Website: http://www.foundationresourcemanagement.com
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