MINNEAPOLIS Overview

Minneapolis Portfolio Management Group Llc is an investment advisor that manages 937.8 MM dollars in regulatory AUM and has 9 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/04 to 09/30/16. The fund's latest filing disclosed 575MM in positions, representing 61% of the manager's regulatory AUM.

MINNEAPOLIS StockAlpha

-3.6%
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

MINNEAPOLIS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SNE 7.4% Cons. Disc. -15.51% -1.29% 1 4%
CSCO 7.37% Tech -7.02% -0.35% 0 30%
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FEATURED IN
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MINNEAPOLIS Founders and Key Employees

Name Title In Position Since
Phillip W. Grodnick Chief Executive Officer December-2003
Harrison T. Grodnick Chief Operating Officer December-2003
Robert A. Britton Chief Compliance Officer November-2011

MINNEAPOLIS Brokers, Custodians, Auditors and Administrators

Type Company

MINNEAPOLIS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

In implementing its All-Cap Value strategy, MPMG employs a value-based style to equity investing and considers investments in small-, mid- and large-size companies, both domestic and foreign.

Valuations. MPMG’s process starts with valuations. MPMG looks for bargains in asset classes, world markets and especially in individual companies. MPMG feels that it is on the bargain table that excess market risks may have been already minimized. This means MPMG looks for such things as lower Price to Sales, Price to Cash Flow, Price to Book and forward Price to Earnings ratios, among other factors.

Business Risks. MPMG also looks for where a company’s business risks may be lessened by searching for solid balance sheets, strong assets, modest liabilities and well-rooted market shares.

Growth. MPMG feels that even the least expensive company with the strongest...
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MINNEAPOLIS Portfolio Concentration

MINNEAPOLIS Location

80 SOUTH 8TH STREET
SUITE 2825
MINNEAPOLIS, Minnesota
UNITED STATES, 55402

MINNEAPOLIS Contact Information

Phone Number: (612) 334-2000
Fax Number: (612) 334-2001
Website:

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