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 09/30/16. The fund's latest filing disclosed 560MM in positions, representing 28% of the manager's regulatory AUM.

FOUNDATION RESOURCE StockAlpha

-3%
Top 25%
3yr StockAlpha Register for more...

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

FOUNDATION RESOURCE Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PFE 9.46% Health -5.68% -0.11% 0 34%
NEM 7.36% Materials -14.53% -1.36% 0 12%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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...
Unlock Full Investment Process Description

FOUNDATION RESOURCE Portfolio Concentration

FOUNDATION RESOURCE Location

401 W. CAPITOL, SUITE 503
LITTLE ROCK, Arkansas
UNITED STATES, 72201

FOUNDATION RESOURCE Contact Information

Phone Number: 501-604-3190
Fax Number: 501-604-3195
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path A