MONARCH PARTNERS Overview
Monarch Partners Asset Management Llc is an investment advisor that manages 471.8 MM dollars in regulatory AUM and has 9 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/12 to 09/30/21. The fund's latest filing disclosed 685MM in positions, representing 145% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 09/30/21. The fund's latest filing disclosed 685MM in positions, representing 145% of the manager's regulatory AUM.
MONARCH PARTNERS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MONARCH PARTNERS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| OFG | 2.18% | Financials | 7.02% | -0.03% | 1 | 1% | ||
| GTES | 1.73% | Industrials | 5.66% | -0.08% | 1 | 3% | ||
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FEATURED IN
MONARCH PARTNERS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Wayne J. Archambo | Managing Member | December-2009 |
| Henry J. Lawlor | Chief Compliance Officer | May-2010 |
| Sean M. Greely | Research Analyst | January-2015 |
| Paul W. Elia | Research Analyst | January-2015 |
| Deborah J. Donahue | Head Trader | January-2015 |
| Jane L. Li | Research Analyst | January-2015 |
MONARCH PARTNERS Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
MONARCH PARTNERS Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
8. A. Methods of Analysis and Investment Strategies
Monarch Partners manages the following strategies:
1- Small Cap Value Equity
2- SMID Cap Value Equity
3- Concentrated Value Equity
Monarch Partners utilizes a fundamental value investing approach. Monarch Partners identifies undervalued companies that possess catalysts that will enhance shareholder value.
Monarch Partners Small Cap Value Equity invests predominantly in securities with market capitalizations that are similar to securities listed in the Russell 2000 Index. The firm invests in 50-
90 equities, looking for undervalued securities, with sound business fundamentals, and a catalyst for change, that will occur over the next 6-12 months. Individual positions in the fund are capped at 5% of the strategy at market. Monarch Partners Small Cap Value Equity expects to be fully invested. Ca...
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8. A. Methods of Analysis and Investment Strategies
Monarch Partners manages the following strategies:
1- Small Cap Value Equity
2- SMID Cap Value Equity
3- Concentrated Value Equity
Monarch Partners utilizes a fundamental value investing approach. Monarch Partners identifies undervalued companies that possess catalysts that will enhance shareholder value.
Monarch Partners Small Cap Value Equity invests predominantly in securities with market capitalizations that are similar to securities listed in the Russell 2000 Index. The firm invests in 50-
90 equities, looking for undervalued securities, with sound business fundamentals, and a catalyst for change, that will occur over the next 6-12 months. Individual positions in the fund are capped at 5% of the strategy at market. Monarch Partners Small Cap Value Equity expects to be fully invested. Ca...
Unlock Full Investment Process Description
MONARCH PARTNERS Portfolio Concentration
MONARCH PARTNERS Location
ONE INTERNATIONAL PLACE, 45TH FL
BOSTON, Massachusetts
UNITED STATES, 02110
BOSTON, Massachusetts
UNITED STATES, 02110
MONARCH PARTNERS Contact Information
Phone Number: 617-419-2200
Fax Number: DECEMBER
Website: http://www.monarchpartners.com
Fax Number: DECEMBER
Website: http://www.monarchpartners.com
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