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 03/31/17. The fund's latest filing disclosed 8BN in positions, representing 68% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/08 to 03/31/17. The fund's latest filing disclosed 8BN in positions, representing 68% of the manager's regulatory AUM.
PERKINS INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PERKINS INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
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FEATURED IN
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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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
STE. 6000
CHICAGO, Illinois
UNITED STATES, 60606
PERKINS INVESTMENT Contact Information
Phone Number: 312-922-0355
Fax Number: 312-922-0418
Website: https://www.perkinsinvestmentmanagement.com
Fax Number: 312-922-0418
Website: https://www.perkinsinvestmentmanagement.com
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