PENINSULA ASSET Overview

Peninsula Asset Management Inc is an investment advisor that manages 202.5 MM dollars in regulatory AUM and has 6 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 130MM in positions, representing 64% of the manager's regulatory AUM.

PENINSULA ASSET StockAlpha

-0.5%
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

PENINSULA ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IJH 11.36% ETF 9.38% 0.53% 0 5%
IJR 7.15% ETF 13.56% 0.63% 0 5%
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FEATURED IN
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PENINSULA ASSET Founders and Key Employees

Name Title In Position Since
William E. Middlebrooks President February-1982
Brian S. Miller Senior Vice President & Chief Compliance Officer April-1998
Daniel R. Chappie Senior Vice President March-2004

PENINSULA ASSET Brokers, Custodians, Auditors and Administrators

Type Company

PENINSULA ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss
Item 9 - ...
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PENINSULA ASSET Portfolio Concentration

PENINSULA ASSET Location

1111 3RD AVENUE WEST
SUITE 340
BRADENTON, Florida
UNITED STATES, 34205

PENINSULA ASSET Contact Information

Phone Number: (941) 748-8680
Fax Number: (941) 748-2654
Website:

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