MENGIS CAPITAL Overview

Mengis Capital Management Inc. is an investment advisor that manages 189.9 MM dollars in regulatory AUM and has 4 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 120MM in positions, representing 63% of the manager's regulatory AUM.

MENGIS CAPITAL StockAlpha

-1.6%
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

MENGIS CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 4.33% Tech 1.31% -0.03% 0 42%
QCOM 3.54% Tech 0.81% -0.03% 0 23%
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FEATURED IN
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MENGIS CAPITAL Founders and Key Employees

Name Title In Position Since
Joseph J. Mengis President/Director September-2001
Cynthia M. Aschbacher Chief Compliance Officer September-2007
Michael D. Patterson Shareholder January-2015

MENGIS CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

MENGIS CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Methods Of Analysis And Investment Strategies

In formulating our investment advice and managing client assets we use fundamental and technical methods of analysis. Fundamental analysis involves the review of companies' "fundamentals" (balance sheet, cash flow and income statements, etc.), as well as other factors that can affect the value and price of these companies' stock. Taking into account macro and micro economic climate and applicable industry conditions, we seek out companies that:

• have compelling business models
• have solid business fundamentals with potential for long-term enhancements
• operate in industries with future growth opportunities and present profitable operations
• have strong management team committed to increasing shareholder value
• have attractive valuations

We also use a "technical" method to evaluate securities. This ...
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MENGIS CAPITAL Portfolio Concentration

MENGIS CAPITAL Location

ONE SW COLUMBIA
SUITE 780
PORTLAND, Oregon
UNITED STATES, 97258

MENGIS CAPITAL Contact Information

Phone Number: 503-916-0776
Fax Number: 503-916-0781
Website:

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Disclaimer

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