PEAK ASSET MANAGEMENT Overview

Peak Asset Management Llc is an investment advisor that manages 381.4 MM dollars in regulatory AUM and has 7 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 237MM in positions, representing 62% of the manager's regulatory AUM.

PEAK ASSET MANAGEMENT StockAlpha

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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

PEAK ASSET MANAGEMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MINT 4.44% ETF 0.29% -0.04% 0 2%
DIS 3.55% Cons. Disc. 9.83% 0.18% 0 29%
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FEATURED IN
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PEAK ASSET MANAGEMENT Founders and Key Employees

Name Title In Position Since
Terrance W. Hefty Manager April-1994
Noel F. Bennett Manager September-1999
John N. Mccorvie Manager March-2000
John J. Glasman Chief Compliance Officer/Manager April-2007
Tara J. Hume Manager April-2009

PEAK ASSET MANAGEMENT Brokers, Custodians, Auditors and Administrators

Type Company

PEAK ASSET MANAGEMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis:

We use the following methods of analysis in formulating our investment advice and/or managing client assets:

Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).

Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.

Technical Analysis. We analyze past market movements and apply that analysis to the present in an attempt t...
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PEAK ASSET MANAGEMENT Portfolio Concentration

PEAK ASSET MANAGEMENT Location

1371 E. HECLA DRIVE
SUITE A
LOUISVILLE, Colorado
UNITED STATES, 80027

PEAK ASSET MANAGEMENT Contact Information

Phone Number: 303-926-0100
Fax Number: 303-926-0098
Website:

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