KOPP INVESTMENT Overview

Kopp Investment Advisors Inc is a hedge fund that manages 225.8 MM dollars in regulatory AUM and has 9 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 101MM in positions, representing 45% of the manager's regulatory AUM.

KOPP 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

KOPP INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
OCLR 8.13% Tech 2.57% 0.04% 0 7%
FNSR 5.9% Tech 12.11% 0.61% 0 6%
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KOPP INVESTMENT Founders and Key Employees

Name Title In Position Since
Leroy C. Kopp Chief Investment Officer, Sole Governor, President (09/13) February-2007
John P. Flakne Cfo 9/03, Coo 2/07, Chief Compliance Officer 3/07 September-2003

KOPP INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

KOPP INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

We offer a range of equity portfolio management styles generally derived from our three primary strategies: Emerging Growth Strategy, AccruHealth Strategy and TQM Strategy. Our Blend Strategies are comprised of accounts incorporating a blend of the primary strategies. Our Emerging Opportunities Strategy is a subset of our Emerging Growth Strategy. Each strategy
and the material risks associated with each strategy are described below.

Emerging Growth Strategy

KIA’s Emerging Growth Strategy is an aggressive equity strategy. The guidelines for initial construction of the portfolios in this strategy call for up to 100% of client assets in the account to be invested in emerging growth companies that are expected to experience accelerated earnings growth. After the initial step of gathering investment ideas, KIA narrows its focus by examining company fundamentals. Company attributes important t...
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KOPP INVESTMENT Portfolio Concentration

KOPP INVESTMENT Location

8400 NORMANDALE LAKE BOULEVARD
SUITE 1450
BLOOMINGTON, Minnesota
UNITED STATES, 55437

KOPP INVESTMENT Contact Information

Phone Number: 952-841-0400
Fax Number: 952-841-0411
Website:

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