MIDWEST INVESTMENT Overview

Midwest Investment Management Llc is an investment advisor that manages 228.5 MM dollars in regulatory AUM and has 10 employees, of which 9 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/03 to 09/30/16. The fund's latest filing disclosed 115MM in positions, representing 50% of the manager's regulatory AUM.

MIDWEST INVESTMENT StockAlpha

-3.1%
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

MIDWEST INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BRK.B 11.8% Financials 10.33% -0.54% 0 28%
WFC 6.17% Financials 22.01% 0.25% 0 29%
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FEATURED IN
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MIDWEST INVESTMENT Founders and Key Employees

Name Title In Position Since
Robert J. Yaroma Member January-2000
Elmer L. Meszaros Member January-2000
Norman F. Klopp Managing Member/Chief Compliance Officer January-2000
Margaret E. Halloran Member December-2004
Keith A. Vargo Member July-2013

MIDWEST INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

MIDWEST INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. Investment Philosophy and Process

When we build a portfolio of individual common stocks for you, individual stocks will tend to have the following characteristics:

1. They will be the stocks of large companies, in almost every case with a total market value of at least $5 billion. Market value is calculated by multiplying the current price of the stock times the number of shares outstanding.

2. The companies will be highly profitable. One way we measure profitability is to look at how much a company earns related to the value of the shareholders investment in the company. This is referred to as Return on Equity. We hunt for companies with higher than average Return on Equity.

3. In almost every case the companies will pay a dividend on their common stock. They will also usually have a record of growing that dividend over time.

4. They will generate higher than avera...
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MIDWEST INVESTMENT Portfolio Concentration

MIDWEST INVESTMENT Location

1301 EAST NINTH ST
SUITE 1110
CLEVELAND, Ohio
UNITED STATES, 44114-1823

MIDWEST INVESTMENT Contact Information

Phone Number: 216-830-1110
Fax Number: 216-830-1159
Website:

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