OLD WEST INVESTMENT Overview

Old West Investment Management Llc is an investment advisor that manages 205.4 MM dollars in regulatory AUM and has 8 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 137MM in positions, representing 67% of the manager's regulatory AUM.

OLD WEST INVESTMENT StockAlpha

-10.1%
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

OLD WEST INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PBF 7.07% Energy 19.43% 0.96% 0 3%
SHLD 6.81% Cons. Disc. 2.79% -0.03% 1 2%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
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OLD WEST INVESTMENT Founders and Key Employees

Name Title In Position Since
Joseph M. Boskovich Managing Member August-2008
Joseph M. Boskovich Managing Member October-2008
Spencer B. Mccroskey Managing Member October-2008
Chad W. Cook Managing Member And Chief Compliance Officer February-2009
Sheila E. Cu Elected Manager August-2013

OLD WEST INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Prime Broker Pro

OLD WEST INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Methods of Analysis

Old West's investment philosophy stems from Ben Graham's classic observation that "investing is most intelligent when it is most business-like." That means that we don't view stocks or bonds as financial instruments that trade up or down; instead, we view them as equivalent to private ownership or creditor stakes in the underlying businesses. Simply, we consider ourselves business people who merely transact through publicly traded securities.

In every investment we make, we seek a large margin of safety in terms of price paid relative to business value received. Buying at a large discount to intrinsic business value not only offers a magnified prospective return but more importantly provides a buffer against the things that can and often do go wrong. Our perspective is that if we focus on the downside, the upside will take care of itself.

Objectives
Long term gro...
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OLD WEST INVESTMENT Portfolio Concentration

OLD WEST INVESTMENT Location

601 SOUTH FIGUEROA STREET
SUITE 1975
LOS ANGELES, California
UNITED STATES, 90017

OLD WEST INVESTMENT Contact Information

Phone Number: (213) 943-1740
Fax Number: (213) 943-1741
Website:

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