INSIGHT EQUITY Overview

Insight Equity Management Company Llc is an investment advisor that manages 1.7 BN dollars in regulatory AUM and has 25 employees, of which 19 perform investment advisory functions.

The manager's has disclosed holdings from 09/30/14 to 12/31/15. The fund's latest filing disclosed 33MM in positions, representing 2% of the manager's regulatory AUM.

INSIGHT EQUITY StockAlpha

-70.1%
Top 25%
1.5yr 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

INSIGHT EQUITY Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

INSIGHT EQUITY Founders and Key Employees

Name Title In Position Since
William B. Ted Ceo/Managing Partner May-2002
Victor L. Vescovo Coo/Managing Partner January-2003
Kevin M. Slaton Cfo &Cco January-2011
Eliot E. Kerlin Partner February-2012
Warren B. Bonham Partner February-2012

INSIGHT EQUITY Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro

INSIGHT EQUITY Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss Insight Equity’s investment strategies generally involve seeking to transform strategically viable, underperforming, asset intensive, middle-market companies. Insight Equity seeks to be highly selective in its approach, targeting only those companies that are experiencing some level of
underperformance but are strategically viable, and possess transformational qualities. Insight
Equity seeks to work closely with portfolio company management to develop and implement value-building strategies.

Insight Equity seeks to capitalize on its ability to bring differentiated insights to opportunities, identifying transformational potential where other investors may not. Insight Equity generally believes that businesses with the following characteristics present the greatest potential for change and growth: (i) private or family-owned companies that are capital and/or management constrained; (ii) “orphans”...
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INSIGHT EQUITY Portfolio Concentration

INSIGHT EQUITY Location

1400 CIVIC PLACE
SUITE 250
SOUTHLAKE, Texas
UNITED STATES, 76092

INSIGHT EQUITY Contact Information

Phone Number: 817-488-7775
Fax Number: 817-488-7739
Website:

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