PROFIT INVESTMENT Overview
Profit Investment Management Llc is an investment advisor that manages 2.1 BN dollars in regulatory AUM and has 15 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/03 to 06/30/19. The fund's latest filing disclosed 136MM in positions, representing 7% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/03 to 06/30/19. The fund's latest filing disclosed 136MM in positions, representing 7% of the manager's regulatory AUM.
PROFIT INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PROFIT INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| RS | 3.74% | Materials | 8.8% | 0.35% | 0 | 5% | ||
| SAM | 3.15% | Cons. Staples | -7.44% | -0.35% | 0 | 5% | ||
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FEATURED IN
PROFIT INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Eugene A. Profit | President, Ceo, Cfo | April-1996 |
| Joseph A. Quash | Owner | April-1996 |
| Michelle Q. Profit | Owner | October-2004 |
| Thomas A. Pinder | Owner | December-1996 |
| Matthew S. Hardin | Chief Compliance Officer | October-2014 |
PROFIT INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
PROFIT INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
Profit Investments' methods of security analysis include fundamental, technical and cyclical analysis. The main sources of information used include: financial newspapers and magazines; research materials prepared by others; corporate rating services; annual reports, prospectuses, and filings with the Securities and Exchange Commission; and company press releases.
Process
Profit Investments initiates the research process with our in-house proprietary screening model— Profit Investments Style —which is most similar to the GARP investment style. It is a rigorous process that blends fundamentals-based quantitative analysis, focused qualitative reviews, risk control guidelines and advanced technology to assess stocks and build portfolios.
The Profit Investments Style capitalizes on the fact that, after one adjusts for market and industry group influences and ...
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Methods of Analysis
Profit Investments' methods of security analysis include fundamental, technical and cyclical analysis. The main sources of information used include: financial newspapers and magazines; research materials prepared by others; corporate rating services; annual reports, prospectuses, and filings with the Securities and Exchange Commission; and company press releases.
Process
Profit Investments initiates the research process with our in-house proprietary screening model— Profit Investments Style —which is most similar to the GARP investment style. It is a rigorous process that blends fundamentals-based quantitative analysis, focused qualitative reviews, risk control guidelines and advanced technology to assess stocks and build portfolios.
The Profit Investments Style capitalizes on the fact that, after one adjusts for market and industry group influences and ...
Unlock Full Investment Process Description
PROFIT INVESTMENT Portfolio Concentration
PROFIT INVESTMENT Location
7500 OLD GEORGETOWN ROAD
SUITE 700
BETHESDA, Maryland
UNITED STATES, 20814
SUITE 700
BETHESDA, Maryland
UNITED STATES, 20814
PROFIT INVESTMENT Contact Information
Phone Number: 301-650-0059
Fax Number: 301-650-0608
Website: https://www.profitfunds.com
Fax Number: 301-650-0608
Website: https://www.profitfunds.com
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