MENLO ADVISORS LLC Overview

Menlo Advisors Llc is an investment advisor that manages 237.9 MM dollars in regulatory AUM and has 3 employees, of which 2 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/03 to 09/30/16. The fund's latest filing disclosed 125MM in positions, representing 52% of the manager's regulatory AUM.

MENLO ADVISORS LLC StockAlpha

-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

MENLO ADVISORS LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BRK.B 12.37% Financials 10.83% -0.64% 0 28%
MKL 4.77% Financials -5.14% -0.93% 0 8%
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FEATURED IN
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MENLO ADVISORS LLC Founders and Key Employees

Name Title In Position Since
Kent R. Seymour President, Chief Compliance Officer September-2002
Tracey S. Seymour Chief Financial Officer September-2002

MENLO ADVISORS LLC Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro

MENLO ADVISORS LLC Investment Strategy

Item 8 METHODS OF ANALYSIS, INVESTMENT STRATEGIES, Risk of Loss METHODS OF ANALYSIS

Depending upon the type of investment, Menlo utilizes a combination of charting, fundamental, technical and cyclical analysis. Fundamental analysis involves analyzing real data, including overall economic and company-specific information available to determine the value of a particular investment. Technical analysis involves analyzing statistics provided by market activity such as past prices and volume to identify patterns that can be used to predict future activity. Cyclical analysis refers to stocks that are sensitive to business cycles and tied strongly to the overall economy (i.e.
automobiles and housing). We may also utilize charting as part of our technical analysis
which involves plotting data points (i.e. price, settlement, volume). In performing these analyses, the Firm consults third-party research materials, company annual reports and other regulatory filings,...
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MENLO ADVISORS LLC Portfolio Concentration

MENLO ADVISORS LLC Location

800 OAK GROVE AVENUE
SUITE 205
MENLO PARK, California
UNITED STATES, 94025

MENLO ADVISORS LLC Contact Information

Phone Number: 650-688-0300
Fax Number: 650-688-0302
Website:

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