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 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 225% of the manager's regulatory AUM.

MONARCH PARTNERS 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

MONARCH PARTNERS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
DLX 2.09% Industrials 8.98% -0.01% 1 8%
THG 2.02% Financials 19.68% 0.03% 1 7%
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FEATURED IN
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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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MONARCH PARTNERS Portfolio Concentration

MONARCH PARTNERS Location

ONE INTERNATIONAL PLACE, 45TH FL
BOSTON, Massachusetts
UNITED STATES, 02110

MONARCH PARTNERS Contact Information

Phone Number: 617-419-2200
Fax Number: DECEMBER
Website:

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