MESSNER & SMITH THEME Overview

Messner & Smith Theme Value Investment Management Ltd is an investment advisor that manages 115.7 MM dollars in regulatory AUM and has 7 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 62MM in positions, representing 53% of the manager's regulatory AUM.

MESSNER & SMITH THEME StockAlpha

-4.9%
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

MESSNER & SMITH THEME Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
ABMD 4.83% Health -9.07% -0.22% 0 7%
ILMN 4.52% Health -32.18% -1.21% 0 8%
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FEATURED IN
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MESSNER & SMITH THEME Founders and Key Employees

Name Title In Position Since
Kevin J. Dukesherer Director Of Research May-2002
John D. Messner Principal April-1984
Ellis C. Smith Principal And Chief Compliance Officer April-1984

MESSNER & SMITH THEME Brokers, Custodians, Auditors and Administrators

Type Company

MESSNER & SMITH THEME Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Our Methods of Analysis and Investment Strategies
We may use one or more of the following methods of analysis or investment strategies when providing investment advice to you:

• Fundamental Analysis - involves analyzing individual companies and their industry groups, such as a company's financial statements, details regarding the company's product line, the experience and expertise of the company's management, and the outlook for the company's industry. The resulting data is used to measure the true value of the company's stock compared to the current market value.
• Cyclical Analysis - a type of technical analysis that involves evaluating recurring price patterns
and trends.
• Long Term Purchases - securities purchased with the expectation that the value of those securities will grow over a relatively long period of time, generally greater than one year.
• Sh...
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MESSNER & SMITH THEME Portfolio Concentration

MESSNER & SMITH THEME Location

530 B STREET
SUITE 300
SAN DIEGO, California
UNITED STATES, 92101-4407

MESSNER & SMITH THEME Contact Information

Phone Number: 619-239-9049
Fax Number: 619-239-0838
Website:

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Disclaimer

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