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 12/31/22. The fund's latest filing disclosed 160MM in positions, representing 78% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 12/31/22. The fund's latest filing disclosed 160MM in positions, representing 78% of the manager's regulatory AUM.
OLD WEST INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
OLD WEST INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| NXE | 10.11% | Energy | -16.97% | -1.03% | 1 | 1% | ||
| GOLD | 9.64% | Materials | 4.52% | 0.48% | 0 | 13% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
OLD WEST INVESTMENT Portfolio Concentration
OLD WEST INVESTMENT Location
601 SOUTH FIGUEROA STREET
SUITE 1975
LOS ANGELES, California
UNITED STATES, 90017
SUITE 1975
LOS ANGELES, California
UNITED STATES, 90017
OLD WEST INVESTMENT Contact Information
Phone Number: (213) 943-1740
Fax Number: (213) 943-1741
Website: http://www.oldwestim.com
Fax Number: (213) 943-1741
Website: http://www.oldwestim.com
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