KESTREL INVESTMENT Overview
Kestrel Investment Management Corp is an investment advisor that manages 774.4 MM dollars in regulatory AUM and has 10 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/18. The fund's latest filing disclosed 247MM in positions, representing 32% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/18. The fund's latest filing disclosed 247MM in positions, representing 32% of the manager's regulatory AUM.
KESTREL INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
KESTREL INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| ENSG | 4.47% | Health | 23.35% | 1.17% | 1 | 3% | ||
| AMN | 4.06% | Health | 17.36% | 0.79% | 0 | 5% | ||
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FEATURED IN
KESTREL INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| David J. Steirman | President | February-1993 |
| Abbott J. Keller | Chief Investment Officer | February-1993 |
| Thomas E. Stickley | Chief Compliance Officer | October-2011 |
KESTREL INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
KESTREL INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. Kestrel seeks superior long-term returns by selecting stocks primarily from the universe of companies where management has initiated voluntary restructuring(s) because they believe their stock is undervalued. This universe generally includes: companies actively pursuing share repurchases (i.e. buybacks), spin-offs of underperforming or non-core businesses, or asset sales.
Kestrel uses signals from management to identify stocks that are undervalued and have the potential for significant appreciation with below market risk. Kestrel applies fundamental analysis and quantitative and qualitative screens to determine which stocks should be purchased and sold. Kestrel does not seek to achieve sector diversification.
3
Kestrel uses negative screens to weed out undesirable companies from consideration. Negative screening seeks to eliminate stocks from consideration rathe...
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A. Kestrel seeks superior long-term returns by selecting stocks primarily from the universe of companies where management has initiated voluntary restructuring(s) because they believe their stock is undervalued. This universe generally includes: companies actively pursuing share repurchases (i.e. buybacks), spin-offs of underperforming or non-core businesses, or asset sales.
Kestrel uses signals from management to identify stocks that are undervalued and have the potential for significant appreciation with below market risk. Kestrel applies fundamental analysis and quantitative and qualitative screens to determine which stocks should be purchased and sold. Kestrel does not seek to achieve sector diversification.
3
Kestrel uses negative screens to weed out undesirable companies from consideration. Negative screening seeks to eliminate stocks from consideration rathe...
Unlock Full Investment Process Description
KESTREL INVESTMENT Portfolio Concentration
KESTREL INVESTMENT Location
411 BOREL AVENUE, STE 403
SAN MATEO, California
UNITED STATES, 94402
SAN MATEO, California
UNITED STATES, 94402
KESTREL INVESTMENT Contact Information
Phone Number: 650-572-9450
Fax Number: 650-572-8689
Website: http://www.kestrelinvestment.com
Fax Number: 650-572-8689
Website: http://www.kestrelinvestment.com
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