NEUMEIER POMA Overview

Neumeier Poma Investment Counsel Llc is an investment advisor that manages 501.1 MM dollars in regulatory AUM and has 8 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/02 to 09/30/16. The fund's latest filing disclosed 667MM in positions, representing 133% of the manager's regulatory AUM.

NEUMEIER POMA StockAlpha

+0.7%
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

NEUMEIER POMA Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
ORBK 5.13% Tech 5% 0.22% 4 7%
HASI 5.11% Financials -15.34% -1.6% 4 3%
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NEUMEIER POMA Founders and Key Employees

Name Title In Position Since
Peter L. Neumeier Member & President January-1997
Brian D. Poma Member July-2008
Darcy L. Blackburn Chief Compliance Officer April-2015

NEUMEIER POMA Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro

NEUMEIER POMA Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

NPIC has discretionary authority to make the following determinations without obtaining the consent of the client before the transactions are effected:

• the securities that are to be bought or sold;

• the total amount of the securities to be bought or sold;

• the brokers through which securities are to be bought or sold; and
• the commission rates at which securities transactions for client accounts are effected. NPIC’s authority may be subject to conditions imposed by the client. Examples of possible
conditions include: (1) restrictions or prohibitions on transactions in securities of a specific industry, and (2) directions that transactions be effected through specific brokers and dealers. The latter restriction may be conditioned by the client on the broker or dealer being competitive as to price and execution for each transaction, or offering a ...
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NEUMEIER POMA Portfolio Concentration

NEUMEIER POMA Location

26435 CARMEL RANCHO BLVD
SUITE 200
CARMEL, California
UNITED STATES, 93923

NEUMEIER POMA Contact Information

Phone Number: 831-625-6355
Fax Number: 831-625-6320
Website:

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