PERKINS CAPITAL Overview

Perkins Capital Management Inc is an investment advisor that manages 147.1 MM dollars in regulatory AUM and has 5 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 100MM in positions, representing 68% of the manager's regulatory AUM.

PERKINS CAPITAL StockAlpha

-10.8%
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

PERKINS CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AXGN 5.61% Health -9.19% -0.33% 1 2%
NEO 5.39% Health 11.07% 0.85% 2 3%
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FEATURED IN
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PERKINS CAPITAL Founders and Key Employees

Name Title In Position Since
Richard W. Perkins President October-1984
Daniel S. Perkins Executive Vice President December-2004
Richard C. Perkins Evp/Chief Compliance Officer August-2012
Harry A. Lindberg Vice President March-1993
Nancy S. Lindberg Avp Operations January-2005

PERKINS CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

PERKINS CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

PCM uses a combination of fundamental, technical, and chart analysis in selecting companies for investment. It is our belief that multiple methods of analysis are appropriate in most
investments. We use computer systems to derive fundamental data on companies of interest. Technical analysis is also used as an aid in selecting industries and companies which appear to offer the best investment opportunities at a particular time. Chart analysis aids us in selecting the best time/price entry or exit point for a security.

Much of our information used in analysis comes from financial newspapers and magazines, financial journals, subscriber services and research reports. Some of the research reports are prepared by independent research organizations, while others are provided to us by brokerage firms. We do rely on the annual and quarterly reports put out by the companies as well as prospectuses and SEC fil...
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PERKINS CAPITAL Portfolio Concentration

PERKINS CAPITAL Location

730 EAST LAKE STREET
WAYZATA, Minnesota
UNITED STATES, 55391-1769

PERKINS CAPITAL Contact Information

Phone Number: 952-473-8367
Fax Number: 952-476-7911
Website:

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