Kennedy Capital Management Inc. is an investment advisor that manages 5.7 BN dollars in regulatory AUM and has 55 employees, of which 31 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 06/30/16. The fund's latest filing disclosed 5BN in positions, representing 87% of the manager's regulatory AUM.


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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
EBIDTA Margin Debt/Assets Hedge Fund Crowding

KENNEDY CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
OFC 0.77% Financials -5.66% -0.08% 1 5%
AHS 0.74% Health -15.59% -0.1% 1 9%
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KENNEDY CAPITAL Founders and Key Employees

Name Title In Position Since
Richard H. Sinise Evp, Chief Portfolio Manager December-1993
Richard E. Oliver Vp,Chief Financial Officer December-1994
Robert B. Karn Iii Director December-2001
Timothy P. Hasara Vp, Portfolio Manager September-1995
Francis A. Latuda Director, Vp, Chief Investment Officer October-2006
John M. Hillhouse Director September-2005
Randall L. Kirkland President, Chairman Of The Board September-2006
Stephen A. Mace Vp, Chief Operating Officer November-2006
Marilyn K. Lammert Vp, Chief Compliance Officer November-2007
Samuel T. Dekinder Director October-2009
Donald M. Cobin Vp, Director, Portfolio Manager April-2012
Terrence G. Raterman Vp, Portfolio Manager August-2013

KENNEDY CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro

KENNEDY CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Your assets may be invested in various securities of domestic or foreign issuers, including (but not limited to) common and preferred stock, American depository receipts, real estate investment trusts, convertible securities, exchange traded funds and/or corporate bonds.

Methods of Analysis and Investment Strategies

Our investment strategy centers around fundamental, “bottom-up” stock picking, which means we seek to place investment ideas into client accounts one stock at a time based on fundamental research into a company’s operations, financials, and outlook, as well as our assessment of the potential value investors may assign to a business in the future versus value being assigned to it in the equity market currently.

We seek to invest in securities, primarily domestic equities (“stocks”), which we believe are both undervalued and are likely to appreciate over time. We typical...
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KENNEDY CAPITAL Portfolio Concentration


ST LOUIS, Missouri
UNITED STATES, 63141-7739

KENNEDY CAPITAL Contact Information

Phone Number: 314-432-0400
Fax Number: 314-432-8536



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