OSMIUM PARTNERS Overview

Osmium Partners is a hedge fund that manages 143.2 MM dollars in regulatory AUM and has 6 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 85MM in positions, representing 59% of the manager's regulatory AUM.

OSMIUM PARTNERS StockAlpha

-4.3%
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

OSMIUM PARTNERS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
RST 20.26% Tech 1.06% -0.04% 39 2%
TCX 17.57% Tech 9.84% 1.48% 5 2%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

OSMIUM PARTNERS Founders and Key Employees

Name Title In Position Since
John H. Lewis Managing Member August-2002
Sameer N. Jain Chief Operating Officer And Chief Compliance Officer May-2014

OSMIUM PARTNERS Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
Prime Broker Pro

OSMIUM PARTNERS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Item 8.A Describe the methods of analysis and investment strategies you use in formulating investment advice or managing assets. Explain that investing in securities involves risk of loss that clients should be prepared to bear.

Osmium’s primary method is fundamental analysis using financial newspapers and magazines, inspection of corporate activities, research materials prepared by others, annual reports, prospectuses, filings with the SEC, and company press releases.

Osmium follows a value strategy by seeking to invest in high-quality, under- followed micro/small cap businesses at low valuations. Osmium looks at various attributes of high quality companies, including, but not limited to companies with typically high gross margins, growth potential, strong management teams with aligned interests, and a history of shareholder-friendly capital management. This strategy is lon...
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OSMIUM PARTNERS Portfolio Concentration

OSMIUM PARTNERS Location

300 DRAKES LANDING ROAD
SUITE 172
GREENBRAE, California
UNITED STATES, 94904

OSMIUM PARTNERS Contact Information

Phone Number: 415-785-7703
Fax Number: DECEMBER
Website:

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