PERKINS INVESTMENT Overview

Perkins Investment Management Llc is an investment advisor that manages 11.9 BN dollars in regulatory AUM and has 28 employees, of which 19 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/08 to 09/30/16. The fund's latest filing disclosed 7BN in positions, representing 61% of the manager's regulatory AUM.

PERKINS INVESTMENT StockAlpha

+0.3%
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

PERKINS INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CMP 2.29% Materials 9.93% 0.08% 6 4%
SSD 1.94% Industrials 9.34% 0.02% 7 2%
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FEATURED IN
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PERKINS INVESTMENT Founders and Key Employees

Name Title In Position Since
Norman T. Hans Chief Operating Officer, Chief Compliance Officer, Treasurer, Director December-2008
Richard G. Smith Director January-2009
Thomas M. Perkins Chief Executive Officer, Director March-2015
Richard M. Weil Director February-2010
Bruce L. Koepfgen Executive Vice President & Director July-2011
Enrique Chang Director December-2013
Michael D. Elder Director September-2014
Amy J. Stefonick Secretary May-2014
Greg R. Kolb Chief Investment Officer March-2015

PERKINS INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

PERKINS INVESTMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Investing in securities involves risk of loss that clients should be prepared to bear. There are inherent risks associated with investing in securities markets. These risks include that returns may vary and clients could lose the entire amount of their investments or recover only a small portion of their investments if their portfolio suffers substantial losses.


Perkins is primarily a long-only equities value investment adviser. Perkins’ value-oriented approach is based on the belief that investing in a diversified portfolio of high-quality, yet undervalued stocks can lead to outperformance of a benchmark over time. Perkins believes that by conducting rigorous downside analysis before determining upside potential, Perkins will identify companies with favorable reward-to-risk trade-offs over a full market cycle. Perkins’ investment strategies are: small cap value, mid cap value, large cap value, ...
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PERKINS INVESTMENT Portfolio Concentration

PERKINS INVESTMENT Location

311 S. WACKER DRIVE
STE. 6000
CHICAGO, Illinois
UNITED STATES, 60606

PERKINS INVESTMENT Contact Information

Phone Number: 312-922-0355
Fax Number: 312-922-0418
Website:

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