LIMESTONE VALUE Overview
Limestone Value Partners Llc is an investment advisor that manages 149.7 MM dollars in regulatory AUM and has 4 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 64MM in positions, representing 43% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 64MM in positions, representing 43% of the manager's regulatory AUM.
LIMESTONE VALUE StockAlpha
| Top 25% |
2yr StockAlpha
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Fundamental & Technical Factor Exposure
LIMESTONE VALUE Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
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FEATURED IN
LIMESTONE VALUE Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Douglas B. Dunn | Managing Member | November-2009 |
| Stacie L. Dunn | Chief Compliance Officer And Chief Financial Officer | February-2010 |
| Vincent S. Soler | Managing Member | April-2011 |
LIMESTONE VALUE Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
LIMESTONE VALUE Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
DAC Value Fund, LP
Analysis:
We are a fundamental, research-intensive, opportunistic value investor focused primarily on long and short investments in public securities. We rely on our own independent research to execute the investment strategy and to evaluate each investment. We also rely on publicly available data disclosed by issuers (10K, Proxy, 10Q, investor presentations), interviews with issuers and third-party data such as sell side research, Bloomberg, financial periodicals and investment newsletters. Finally, we also rely on certain information derived from our own operational and investment experience in several industries.
Investment Strategy:
We seek to identify and invest in long and short investment opportunities for the fund that we believe exhibit significant valuation discrepancies between trading price and intrinsic value. We define the int...
Unlock Full Investment Process Description
DAC Value Fund, LP
Analysis:
We are a fundamental, research-intensive, opportunistic value investor focused primarily on long and short investments in public securities. We rely on our own independent research to execute the investment strategy and to evaluate each investment. We also rely on publicly available data disclosed by issuers (10K, Proxy, 10Q, investor presentations), interviews with issuers and third-party data such as sell side research, Bloomberg, financial periodicals and investment newsletters. Finally, we also rely on certain information derived from our own operational and investment experience in several industries.
Investment Strategy:
We seek to identify and invest in long and short investment opportunities for the fund that we believe exhibit significant valuation discrepancies between trading price and intrinsic value. We define the int...
Unlock Full Investment Process Description
LIMESTONE VALUE Portfolio Concentration
LIMESTONE VALUE Location
7500 SAN FELIPE
SUITE 340
HOUSTON, Texas
UNITED STATES, 77063
SUITE 340
HOUSTON, Texas
UNITED STATES, 77063
LIMESTONE VALUE Contact Information
Phone Number: 713.800.8001
Fax Number: 713.800.8011
Website: null
Fax Number: 713.800.8011
Website: null
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