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 09/30/19. The fund's latest filing disclosed 1BN in positions, representing 239% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/02 to 09/30/19. The fund's latest filing disclosed 1BN in positions, representing 239% of the manager's regulatory AUM.
NEUMEIER POMA StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
NEUMEIER POMA Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| HASI | 5.78% | Financials | 19.87% | 0.88% | 5 | 4% | ||
| NEP | 4.94% | Energy | 6.89% | 0.26% | 4 | 0% | ||
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FEATURED IN
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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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
SUITE 200
CARMEL, California
UNITED STATES, 93923
NEUMEIER POMA Contact Information
Phone Number: 831-625-6355
Fax Number: 831-625-6320
Website: http://www.npsmallvalue.com
Fax Number: 831-625-6320
Website: http://www.npsmallvalue.com
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