PERMIT CAPITAL LLC Overview

Permit Capital Llc is an investment advisor that manages 396.5 MM dollars in regulatory AUM and has 4 employees, of which 1 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/04 to 09/30/16. The fund's latest filing disclosed 148MM in positions, representing 37% of the manager's regulatory AUM.

PERMIT CAPITAL LLC StockAlpha

-3%
Top 25%
3yr StockAlpha Register for more...

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

PERMIT CAPITAL LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SBAC 50.88% Telecom -11.47% -8% 1 11%
IDCC 5.18% Tech 7.54% 0.34% 0 6%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

PERMIT CAPITAL LLC Founders and Key Employees

Name Title In Position Since
Richard B. Worley Partner July-2002
Peter C. Morse Partner March-2005
John C. Broderick Partner June-2005
James Barossi Vice President July-2014
James Barossi Chief Compliance Officer July-2014

PERMIT CAPITAL LLC Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
Custodian Pro
Prime Broker Pro
Prime Broker Pro

PERMIT CAPITAL LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. Methods of Analysis and Investment Strategies and Material Risks

We follow an investing philosophy which seeks to identify securities trading at a discount to intrinsic value. Our investment approach is bottom-up and focused on the valuation of the securities of individual companies. We adjust the portfolios of the Permit Funds by reacting to opportunities presented by the marketplace as prices diverge from its assessment of value. Our assessment of investment value is based on its own fundamental research as well as numerous sources of publicly available information. We do not establish fixed guidelines regarding diversification of investments. Portfolio holdings may be concentrated in those securities and financial instruments that we believe offer the best opportunity for capital appreciation at that time.

In managing the investment portfolio of the Permit Funds, we may pursue...
Unlock Full Investment Process Description

PERMIT CAPITAL LLC Portfolio Concentration

PERMIT CAPITAL LLC Location

100 FRONT STREET
STE 900
WEST CONSHOHOCKEN, Pennsylvania
UNITED STATES, 19428

PERMIT CAPITAL LLC Contact Information

Phone Number: 610-941-5000
Fax Number: 610-941-5009
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path A