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 09/30/16. The fund's latest filing disclosed 236MM in positions, representing 31% of the manager's regulatory AUM.

KESTREL INVESTMENT StockAlpha

-4.4%
Top 25%
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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
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

KESTREL INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
OGS 5.16% Utilities 2.08% 0.21% 1 3%
HMSY 4.73% Health -15.79% -0.59% 1 7%
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FEATURED IN
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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.




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Kestrel uses negative screens to weed out undesirable companies from consideration. Negative screening seeks to eliminate stocks from consideration rathe...
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KESTREL INVESTMENT Portfolio Concentration

KESTREL INVESTMENT Location

411 BOREL AVENUE, STE 403
SAN MATEO, California
UNITED STATES, 94402

KESTREL INVESTMENT Contact Information

Phone Number: 650-572-9450
Fax Number: 650-572-8689
Website:

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