LONGER INVESTMENTS Overview

Longer Investments Inc. is an investment advisor that manages 161.3 MM dollars in regulatory AUM and has 6 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/11 to 09/30/16. The fund's latest filing disclosed 115MM in positions, representing 71% of the manager's regulatory AUM.

LONGER INVESTMENTS StockAlpha

-0.1%
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

LONGER INVESTMENTS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 12.19% ETF 4.72% 0% 0 29%
CVY 10.23% ETF 5.42% 0.11% 6 0%
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FEATURED IN
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LONGER INVESTMENTS Founders and Key Employees

Name Title In Position Since
Elaine M. Longer Director, President November-1985
Kim M. Cooper Director, Vp, Sec/Treas, Chief Compliance Officer October-2004

LONGER INVESTMENTS Brokers, Custodians, Auditors and Administrators

Type Company

LONGER INVESTMENTS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Methods of Analysis
LII researches potential equity investments using its proprietary analytical models. Its equity research is designed to identify
both small and large capitalization companies that consistently deliver above-average returns to shareholders, that favor a conservative capital structure, and that generate cash flow internally to fund growth. Once attractive growth stocks have been selected, LII subjects them to several in-house valuation models to determine fair valuation, given their intrinsic characteristics. By carefully assessing each company’s historical trading patterns and valuations, relative both to the market and to the industry, LII determines which stocks represent attractive investment opportunities.

LII uses an analytical model to provide information on certain equity investments selected by LII as potential equity investments for clients. The information gathered...
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LONGER INVESTMENTS Portfolio Concentration

LONGER INVESTMENTS Location

9 N. WEST AVENUE
FAYETTEVILLE, Arkansas
UNITED STATES, 72701

LONGER INVESTMENTS Contact Information

Phone Number: 479-443-5851
Fax Number: 479-443-7129
Website:

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