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 09/30/20. The fund's latest filing disclosed 364MM in positions, representing 192% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 09/30/20. The fund's latest filing disclosed 364MM in positions, representing 192% of the manager's regulatory AUM.
MENGIS CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MENGIS CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 9.28% | Tech | 23.83% | 0.74% | 0 | 36% | ||
| PCAR | 6.72% | Industrials | 16.04% | 0.26% | 0 | 10% | ||
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FEATURED IN
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 ...
Unlock Full Investment Process Description
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 ...
Unlock Full Investment Process Description
MENGIS CAPITAL Portfolio Concentration
MENGIS CAPITAL Location
ONE SW COLUMBIA
SUITE 780
PORTLAND, Oregon
UNITED STATES, 97258
SUITE 780
PORTLAND, Oregon
UNITED STATES, 97258
MENGIS CAPITAL Contact Information
Phone Number: 503-916-0776
Fax Number: 503-916-0781
Website: http://www.mengiscapital.com
Fax Number: 503-916-0781
Website: http://www.mengiscapital.com
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