KINSIGHT LLC Overview

Kinsight Llc is an investment advisor that manages 537.4 MM dollars in regulatory AUM and has 10 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 186MM in positions, representing 35% of the manager's regulatory AUM.

KINSIGHT LLC StockAlpha

-1.9%
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

KINSIGHT LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VONE 31.3% ETF 3.94% -0.03% 48 0%
PRF 22.51% ETF 8.32% 0.95% 3 1%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

KINSIGHT LLC Founders and Key Employees

Name Title In Position Since
Charles D. Haines Ceo & President & Member October-1986
Joshua W. Lancaster Chief Compliance Officer & Member September-2002
Robert E. Thurber Owner Of Registrant & Member August-2001
Heath R. Echols Chief Operating Officer & Member June-2008

KINSIGHT LLC Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro

KINSIGHT LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Methods of securities analysis may include fundamental analysis, technical analysis, cyclical analysis and charting. In addition, Kinsight uses an asset allocation approach that incorporates historical statistics and judgment to design model portfolios which are adjusted as needed to fit each client’s individual investment policy. As noted above, one method of securities analysis is fundamental analysis. When using Fundamental Analysis, we generally rely on, among other things, company earnings, balance sheet variables and management quality which are used to predict the future value of an investment. Data we review is generally considered reliable but we can not guarantee nor have we verified its accuracy. In addition, the data that we review is sometimes subjective in nature and open to interpretation. Even if our data and interpretation of the data is correct, there may be other factors that...
Unlock Full Investment Process Description

KINSIGHT LLC Portfolio Concentration

KINSIGHT LLC Location

600 UNIVERSITY PARK PLACE
SUITE 501
BIRMINGHAM, Alabama
UNITED STATES, 35209

KINSIGHT LLC Contact Information

Phone Number: 205-871-3334
Fax Number: 205-879-1114
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