NEEDELMAN ASSET Overview

Needelman Asset Management Inc is an investment advisor that manages 94 MM dollars in regulatory AUM and has 5 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 33MM in positions, representing 35% of the manager's regulatory AUM.

NEEDELMAN ASSET StockAlpha

-0.4%
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

NEEDELMAN ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
UNH 4.06% Health 15.26% 0.82% 0 23%
MSFT 3.84% Tech 3.56% 0.24% 0 36%
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FEATURED IN
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NEEDELMAN ASSET Founders and Key Employees

Name Title In Position Since
Chester J. Needelman Chief Executive Officer, Chief Compliance Officer December-1973
Mitchel E. Needelman President June-2008
Dorothy A. Needelman Direct Owner May-2006
Carri L. Villella Direct Owner May-2006

NEEDELMAN ASSET Brokers, Custodians, Auditors and Administrators

Type Company

NEEDELMAN ASSET Investment Strategy

Item 8: Methods of Analysis, Investment Strategies and
Risk of Loss
Methods of Analysis

Security analysis methods may include fundamental analysis and technical analysis. The primary method of security analysis used is fundamental analysis. We purchase securities that are undervalued on the basis of income statement and balance sheet analysis, historical perspective, industry position and consistency of performance. Particular attention is paid to understated asset values and changing industry economics. Some application is made of stock market cycles to serial economic forecasting.The main sources of information include financial databases, newspapers and magazines, inspections of corporate activities, research materials prepared by others, corporate rating services, timing services, annual reports, prospectuses,
filings with the Securities and Exchange Commission, and company press releases.

Other principal sources of investment information include the i...
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NEEDELMAN ASSET Portfolio Concentration

NEEDELMAN ASSET Location

111 PACIFICA
SUITE 140
IRVINE, California
UNITED STATES, 92618-7422

NEEDELMAN ASSET Contact Information

Phone Number: 949-453-1333
Fax Number: 949-453-8333
Website:

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